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OMC Financial Services’s Coca-Cola KO Stock Holding History

OMC Financial Services’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$835K Sell
10,979
-50
-0.5% -$3.78K 0.32% 44
2025
Q4 		$771K Hold
11,029
– – 0.29% 45
2025
Q3 		$731K Hold
11,029
– – 0.27% 47
2025
Q2 		$780K Sell
11,029
-200
-2% -$14.2K 0.32% 44
2025
Q1 		$804K Hold
11,229
– – 0.36% 40
2024
Q4 		$699K Sell
11,229
-150
-1% -$9.79K 0.3% 42
2024
Q3 		$724K Hold
11,379
– – 0.34% 40
2024
Q2 		$724K Sell
11,379
-40
-0.4% -$2.48K 0.34% 42
2024
Q1 		$699K Buy
+11,419
New +$686K 0.36% 37

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OMC Financial Services's KO Position: Q1 2026 in Review

OMC Financial Services reduced its Coca-Cola (KO) stake by 0.45% in Q1 2026, selling an estimated $3.78K and leaving 10,979 shares worth $835K. The position accounts for 0.32% of the portfolio, ranked #44.

OMC Financial Services first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • OMC Financial Services held 10,979 shares of Coca-Cola worth $835K as of Q1 2026.
  • OMC Financial Services sold 50 Coca-Cola shares in Q1 2026, an estimated $3.78K.
  • Coca-Cola made up 0.32% of OMC Financial Services's portfolio in Q1 2026, its #44 holding.
  • OMC Financial Services first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on OMC Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.