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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 $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.