OMC Financial Services
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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
Q3 		– Sell
-10,979
Closed -$892K – 46
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% -$9.8K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

OMC Financial Services's KO Position: Q3 2026 in Review

OMC Financial Services sold out of Coca-Cola (KO) in Q3 2026, closing a stake of 10,979 shares — an estimated $892K sold.

OMC Financial Services first reported a position in KO in Q1 2024 and held it in 10 quarters. The position peaked at $892K in Q2 2026. 2,275 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • OMC Financial Services reported no remaining Coca-Cola position as of Q3 2026 after selling out during the quarter.
  • OMC Financial Services sold 10,979 Coca-Cola shares in Q3 2026, an estimated $892K.
  • OMC Financial Services first reported a position in Coca-Cola in Q1 2024 and held it in 10 quarters.
  • OMC Financial Services's Coca-Cola position peaked at $892K in Q2 2026.
  • 2,275 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on OMC Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.