Sumitomo Mitsui Financial Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23.7M | Buy |
311,294
+23,080
| +8% | +$1.74M | 0.48% | 39 |
|
|
2025
Q4 | $20.1M | Buy |
288,214
+15,063
| +6% | +$1.05M | 0.36% | 39 |
|
|
2025
Q3 | $18.1M | Buy |
273,151
+37,917
| +16% | +$2.61M | 0.32% | 39 |
|
|
2025
Q2 | $16.6M | Buy |
235,234
+8,928
| +4% | +$636K | 0.27% | 39 |
|
|
2025
Q1 | $16.2M | Buy |
226,306
+12,225
| +6% | +$816K | 0.3% | 35 |
|
|
2024
Q4 | $13.3M | Buy |
214,081
+17,970
| +9% | +$1.17M | 0.18% | 43 |
|
|
2024
Q3 | $14.1M | Buy |
196,111
+18,770
| +11% | +$1.29M | 0.32% | 36 |
|
|
2024
Q2 | $11.3M | Buy |
177,341
+15,314
| +9% | +$948K | 0.35% | 35 |
|
|
2024
Q1 | $9.91M | Buy |
162,027
+10,254
| +7% | +$616K | 0.31% | 36 |
|
|
2023
Q4 | $8.94M | Buy |
151,773
+11,722
| +8% | +$666K | 0.28% | 43 |
|
|
2023
Q3 | $7.84M | Buy |
140,051
+10,991
| +9% | +$659K | 0.25% | 43 |
|
|
2023
Q2 | $7.77M | Sell |
129,060
-129
| -0.1% | -$8.03K | 0.25% | 45 |
|
|
2023
Q1 | $8.01M | Buy |
129,189
+1,168
| +0.9% | +$70.7K | 0.25% | 44 |
|
|
2022
Q4 | $8.14M | Sell |
128,021
-7
| -0% | -$423 | 0.31% | 49 |
|
|
2022
Q3 | $7.17M | Buy |
128,028
+1,152
| +0.9% | +$71.6K | 0.3% | 49 |
|
|
2022
Q2 | $7.98M | Sell |
126,876
-20,094
| -14% | -$1.27M | 0.22% | 56 |
|
|
2022
Q1 | $9.11M | Sell |
146,970
-335
| -0.2% | -$20.4K | 0.27% | 56 |
|
|
2021
Q4 | $8.72M | Buy |
147,305
+18,609
| +14% | +$1.04M | 0.25% | 51 |
|
|
2021
Q3 | $6.75M | Buy |
128,696
+21,355
| +20% | +$1.19M | 0.15% | 60 |
|
|
2021
Q2 | $5.81M | Buy |
107,341
+13,907
| +15% | +$757K | 0.13% | 61 |
|
|
2021
Q1 | $4.92M | Buy |
93,434
+20,371
| +28% | +$1.03M | 0.12% | 57 |
|
|
2020
Q4 | $4.01M | Buy |
73,063
+3,312
| +5% | +$171K | 0.1% | 57 |
|
|
2020
Q3 | $3.44M | Buy |
69,751
+5,837
| +9% | +$281K | 0.12% | 55 |
|
|
2020
Q2 | $2.86M | Sell |
63,914
-3,251
| -5% | -$150K | 0.1% | 47 |
|
|
2020
Q1 | $2.97M | Buy |
67,165
+12,748
| +23% | +$688K | 0.15% | 44 |
|
|
2019
Q4 | $3.01M | Buy |
54,417
+7,505
| +16% | +$404K | 0.24% | 33 |
|
|
2019
Q3 | $2.55M | Buy |
46,912
+7,224
| +18% | +$387K | 0.21% | 41 |
|
|
2019
Q2 | $2.02M | Sell |
39,688
-2,010
| -5% | -$98.5K | 0.16% | 48 |
|
|
2019
Q1 | $1.95M | Buy |
+41,698
| New | +$1.95M | 0.17% | 44 |
|
|
2017
Q3 | – | Sell |
-800
| Closed | -$36K | – | 115 |
|
|
2017
Q2 | $36K | Buy |
+800
| New | +$35.3K | 0.01% | 91 |
|
Other funds holding KO
VCM
VPM
Sumitomo Mitsui Financial Group's KO Position: Q1 2026 in Review
Sumitomo Mitsui Financial Group increased its Coca-Cola (KO) stake by 8% in Q1 2026, buying an estimated $1.74M and bringing the position to 311,294 shares worth $23.7M. The position accounts for 0.48% of the portfolio, ranked #39.
Sumitomo Mitsui Financial Group first reported a position in KO in Q2 2017 and has held it in 30 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Sumitomo Mitsui Financial Group held 311,294 shares of Coca-Cola worth $23.7M as of Q1 2026.
- Sumitomo Mitsui Financial Group bought 23,080 Coca-Cola shares in Q1 2026, an estimated $1.74M.
- Coca-Cola made up 0.48% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #39 holding.
- Sumitomo Mitsui Financial Group first reported a position in Coca-Cola in Q2 2017 and has held it in 30 quarters since.
- 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.