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Sumitomo Mitsui Financial Group’s Coca-Cola KO Stock Holding History

Sumitomo Mitsui 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
2023
Q4 		– Sell
-2,230
Closed -$13 – 172
2023
Q3 		$13 Hold
2,230
– – ﹤0.01% 172
2023
Q2 		$1.73K Hold
2,230
– – ﹤0.01% 173
2023
Q1 		$6.18K Buy
+2,230
New +$135K ﹤0.01% 160

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

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.