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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
2020
Q3 		– Sell
-19,500
Closed -$871K – 217
2020
Q2 		$871K Sell
19,500
-1,100
-5% -$50.7K 0.16% 86
2020
Q1 		$912K Sell
20,600
-2,600
-11% -$140K 0.17% 95
2019
Q4 		$1.28M Buy
+23,200
New +$1.25M 0.23% 70
2017
Q2 		– Sell
-400
Closed -$17K – 190
2017
Q1 		$17K Sell
400
-5,000
-93% -$209K ﹤0.01% 197
2016
Q4 		$225K Buy
+5,400
New +$225K 0.07% 153

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 $3.38T AUM 44.17% 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

SNS Financial Group's KO Position: Q2 2026 in Review

SNS Financial Group increased its Coca-Cola (KO) stake by 6,921% in Q2 2026, buying an estimated $33.8M and bringing the position to 433,611 shares worth $35.2M. The position accounts for 0.68% of the portfolio, ranked #40.

SNS Financial Group first reported a position in KO in Q3 2016 and has held it in 40 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • SNS Financial Group held 433,611 shares of Coca-Cola worth $35.2M as of Q2 2026.
  • SNS Financial Group bought 427,435 Coca-Cola shares in Q2 2026, an estimated $33.8M.
  • Coca-Cola made up 0.68% of SNS Financial Group's portfolio in Q2 2026, its #40 holding.
  • SNS Financial Group first reported a position in Coca-Cola in Q3 2016 and has held it in 40 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.