SevenBridge Financial Group’s Coca-Cola KO Stock Holding History

SevenBridge Financial Group’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	$655K	Sell	8,775 -282	-3%	-$21.3K	0.1%	134
2025 Q4	$657K	Buy	9,057 +286	+3%	+$19.9K	0.11%	133
2025 Q3	$627K	Sell	8,771 -1,961	-18%	-$135K	0.1%	134
2025 Q2	$759K	Sell	10,732 -2,000	-16%	-$142K	0.13%	131
2025 Q1	$885K	Sell	12,732 -945	-7%	-$63.1K	0.17%	127
2024 Q4	$925K	Buy	13,677 +894	+7%	+$58.4K	0.17%	116
2024 Q3	$810K	Buy	12,783 +900	+8%	+$61.6K	0.16%	121
2024 Q2	$809K	Hold	11,883	–	–	0.18%	111
2024 Q1	$739K	Sell	11,883 -600	-5%	-$36K	0.17%	116
2023 Q4	$736K	Hold	12,483	–	–	0.17%	112
2023 Q3	$699K	Buy	12,483 +580	+5%	+$34.8K	0.18%	110
2023 Q2	$717K	Sell	11,903 -164	-1%	-$10.2K	0.19%	108
2023 Q1	$748K	Hold	12,067	–	–	0.21%	106
2022 Q4	$768K	Buy	12,067 +164	+1%	+$9.9K	0.22%	105
2022 Q3	$667K	Buy	11,903 +5,000	+72%	+$311K	0.23%	94
2022 Q2	$434K	Sell	6,903 -410	-6%	-$26K	0.18%	95
2022 Q1	$453K	Sell	7,313 -400	-5%	-$24.3K	0.16%	103
2021 Q4	$457K	Sell	7,713 -18	-0.2%	-$1K	0.14%	116
2021 Q3	$406K	Buy	7,731 +343	+5%	+$19.1K	0.14%	115
2021 Q2	$400K	Buy	7,388 +85	+1%	+$4.63K	0.13%	119
2021 Q1	$385K	Hold	7,303	–	–	0.14%	112
2020 Q4	$400K	Buy	7,303 +267	+4%	+$13.8K	0.16%	105
2020 Q3	$347K	Hold	7,036	–	–	0.16%	103
2020 Q2	$314K	Hold	7,036	–	–	0.16%	102
2020 Q1	$311K	Sell	7,036 -460	-6%	-$24.8K	0.18%	97
2019 Q4	$415K	Hold	7,496	–	–	0.11%	110
2019 Q3	$408K	Hold	7,496	–	–	0.21%	95
2019 Q2	$382K	Hold	7,496	–	–	0.14%	107
2019 Q1	$351K	Hold	7,496	–	–	0.13%	100
2018 Q4	$355K	Buy	7,496 +100	+1%	+$4.79K	0.22%	85
2018 Q3	$342K	Sell	7,396 -200	-3%	-$9.14K	0.18%	91
2018 Q2	$333K	Buy	7,596 +67	+0.9%	+$2.89K	0.19%	95
2018 Q1	$327K	Sell	7,529 -250	-3%	-$11.2K	0.19%	100
2017 Q4	$357K	Sell	7,779 -832	-10%	-$38.2K	0.2%	100
2017 Q3	$388K	Hold	8,611	–	–	0.22%	97
2017 Q2	$389K	Buy	8,611 +1,556	+22%	+$68.8K	0.24%	93
2017 Q1	$301K	Sell	7,055 -158	-2%	-$6.59K	0.2%	100
2016 Q4	$301K	Hold	7,213	–	–	0.22%	103
2016 Q3	$301K	Sell	7,213 -1,318	-15%	-$57.8K	0.22%	103
2016 Q2	$387K	Buy	+8,531	New	+$386K	0.27%	93

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SevenBridge Financial Group's KO Position: Q1 2026 in Review

SevenBridge Financial Group reduced its Coca-Cola (KO) stake by 3.1% in Q1 2026, selling an estimated $21.3K and leaving 8,775 shares worth $655K. The position accounts for 0.1% of the portfolio, ranked #134.

SevenBridge Financial Group first reported a position in KO in Q2 2016 and has held it in 40 quarters since. The position peaked at $925K in Q4 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

SevenBridge Financial Group held 8,775 shares of Coca-Cola worth $655K as of Q1 2026.
SevenBridge Financial Group sold 282 Coca-Cola shares in Q1 2026, an estimated $21.3K.
Coca-Cola made up 0.1% of SevenBridge Financial Group's portfolio in Q1 2026, its #134 holding.
SevenBridge Financial Group first reported a position in Coca-Cola in Q2 2016 and has held it in 40 quarters since.
SevenBridge Financial Group's Coca-Cola position peaked at $925K in Q4 2024.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.