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
Q2 		$4.71K Sell
58
-155
-73% -$12.2K ﹤0.01% 205
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 $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 $3.37T AUM 44.26% 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

South Plains Financial's KO Position: Q2 2026 in Review

South Plains Financial reduced its Coca-Cola (KO) stake by 73% in Q2 2026, selling an estimated $12.2K and leaving 58 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

South Plains Financial first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $173K in Q4 2024. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • South Plains Financial held 58 shares of Coca-Cola worth $4.71K as of Q2 2026.
  • South Plains Financial sold 155 Coca-Cola shares in Q2 2026, an estimated $12.2K.
  • Coca-Cola made up ﹤0.01% of South Plains Financial's portfolio in Q2 2026, its #205 holding.
  • South Plains Financial first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • South Plains Financial's Coca-Cola position peaked at $173K in Q4 2024.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on South Plains Financial's 13F filing for Q2 2026, filed 13 Aug 2026.