SPF
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South Plains Financial’s Coca-Cola KO Stock Holding History

South Plains Financial’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 		$16.2K Buy
213
+155
+267% +$11.7K 0.01% 193
2025
Q4 		$4.05K Hold
58
– – ﹤0.01% 238
2025
Q3 		$3.85K Hold
58
– – ﹤0.01% 214
2025
Q2 		$4.1K Hold
58
– – ﹤0.01% 215
2025
Q1 		$4.15K Sell
58
-2,725
-98% -$182K ﹤0.01% 215
2024
Q4 		$173K Buy
+2,783
New +$182K 0.13% 121

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

South Plains Financial's KO Position: Q1 2026 in Review

South Plains Financial increased its Coca-Cola (KO) stake by 267% in Q1 2026, buying an estimated $11.7K and bringing the position to 213 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #193.

South Plains Financial first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $173K in Q4 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • South Plains Financial held 213 shares of Coca-Cola worth $16.2K as of Q1 2026.
  • South Plains Financial bought 155 Coca-Cola shares in Q1 2026, an estimated $11.7K.
  • Coca-Cola made up 0.01% of South Plains Financial's portfolio in Q1 2026, its #193 holding.
  • South Plains Financial first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • South Plains Financial's Coca-Cola position peaked at $173K in Q4 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on South Plains Financial's 13F filing for Q1 2026, filed 13 May 2026.