SFG
KO icon

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

SNS 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 		$473K Buy
6,176
+486
+9% +$36.7K 0.04% 132
2025
Q4 		$398K Sell
5,690
-80
-1% -$5.58K 0.03% 144
2025
Q3 		$386K Sell
5,770
-89
-2% -$6.13K 0.03% 143
2025
Q2 		$418K Sell
5,859
-456
-7% -$32.5K 0.04% 132
2025
Q1 		$455K Buy
6,315
+148
+2% +$9.88K 0.05% 122
2024
Q4 		$384K Sell
6,167
-997
-14% -$65.1K 0.04% 126
2024
Q3 		$518K Sell
7,164
-301
-4% -$20.6K 0.05% 114
2024
Q2 		$479K Buy
7,465
+130
+2% +$8.05K 0.05% 115
2024
Q1 		$452K Buy
7,335
+349
+5% +$21K 0.05% 123
2023
Q4 		$412K Sell
6,986
-57
-0.8% -$3.24K 0.05% 126
2023
Q3 		$398K Sell
7,043
-291
-4% -$17.5K 0.05% 126
2023
Q2 		$445K Buy
7,334
+16
+0.2% +$995 0.06% 118
2023
Q1 		$457K Sell
7,318
-833
-10% -$50.4K 0.06% 117
2022
Q4 		$518K Buy
8,151
+307
+4% +$18.5K 0.07% 109
2022
Q3 		$443K Buy
7,844
+121
+2% +$7.52K 0.06% 115
2022
Q2 		$489K Sell
7,723
-1,250
-14% -$79.2K 0.06% 113
2022
Q1 		$556K Sell
8,973
-275
-3% -$16.7K 0.06% 114
2021
Q4 		$548K Sell
9,248
-589
-6% -$32.8K 0.06% 130
2021
Q3 		$516K Sell
9,837
-247
-2% -$13.8K 0.06% 124
2021
Q2 		$546K Sell
10,084
-22,402
-69% -$1.22M 0.07% 120
2021
Q1 		$1.71M Buy
32,486
+1,058
+3% +$53.3K 0.23% 63
2020
Q4 		$1.72M Sell
31,428
-778
-2% -$40.2K 0.25% 56
2020
Q3 		$1.59M Buy
32,206
+1,111
+4% +$53.4K 0.25% 58
2020
Q2 		$1.39M Sell
31,095
-346
-1% -$15.9K 0.25% 57
2020
Q1 		$1.39M Sell
31,441
-1,821
-5% -$98.3K 0.27% 68
2019
Q4 		$1.84M Buy
33,262
+470
+1% +$25.3K 0.32% 54
2019
Q3 		$1.78M Buy
32,792
+23,700
+261% +$1.27M 0.34% 54
2019
Q2 		$463K Buy
9,092
+1,069
+13% +$52.4K 0.09% 123
2019
Q1 		$376K Buy
8,023
+2,438
+44% +$114K 0.08% 129
2018
Q4 		$264K Buy
5,585
+327
+6% +$15.7K 0.07% 147
2018
Q3 		$243K Sell
5,258
-106
-2% -$4.84K 0.06% 152
2018
Q2 		$235K Sell
5,364
-298
-5% -$12.9K 0.06% 146
2018
Q1 		$246K Sell
5,662
-2,510
-31% -$113K 0.07% 137
2017
Q4 		$375K Buy
8,172
+667
+9% +$30.7K 0.09% 122
2017
Q3 		$338K Sell
7,505
-442
-6% -$20.1K 0.09% 124
2017
Q2 		$356K Buy
7,947
+102
+1% +$4.51K 0.09% 120
2017
Q1 		$333K Buy
7,845
+3,514
+81% +$147K 0.09% 130
2016
Q4 		$180K Sell
4,331
-1,100
-20% -$45.8K 0.05% 167
2016
Q3 		$230K Buy
+5,431
New +$238K 0.07% 120

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

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

SNS Financial Group increased its Coca-Cola (KO) stake by 8.5% in Q1 2026, buying an estimated $36.7K and bringing the position to 6,176 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #132.

SNS Financial Group first reported a position in KO in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.84M in Q4 2019. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • SNS Financial Group held 6,176 shares of Coca-Cola worth $473K as of Q1 2026.
  • SNS Financial Group bought 486 Coca-Cola shares in Q1 2026, an estimated $36.7K.
  • Coca-Cola made up 0.04% of SNS Financial Group's portfolio in Q1 2026, its #132 holding.
  • SNS Financial Group first reported a position in Coca-Cola in Q3 2016 and has held it in 39 quarters since.
  • SNS Financial Group's Coca-Cola position peaked at $1.84M in Q4 2019.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.