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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
Q2 		$892K Hold
10,979
– – 0.3% 44
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OMC Financial Services's KO Position: Q2 2026 in Review

OMC Financial Services held its Coca-Cola (KO) position steady in Q2 2026 at 10,979 shares worth $892K. The position accounts for 0.3% of the portfolio, ranked #44.

OMC Financial Services first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • OMC Financial Services held 10,979 shares of Coca-Cola worth $892K as of Q2 2026.
  • OMC Financial Services left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.3% of OMC Financial Services's portfolio in Q2 2026, its #44 holding.
  • OMC Financial Services first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on OMC Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.