Sun Financial’s Coca-Cola KO Stock Holding History

Sun 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	$637K	Sell	7,915 -305	-4%	-$23.1K	0.32%	81
2025 Q4	$575K	Buy	+8,220	New	+$573K	0.32%	84

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sun Financial's KO Position: Q1 2026 in Review

Sun Financial reduced its Coca-Cola (KO) stake by 3.7% in Q1 2026, selling an estimated $23.1K and leaving 7,915 shares worth $637K. The position accounts for 0.32% of the portfolio, ranked #81.

Sun Financial first reported a position in KO in Q4 2025 and has held it in 2 quarters since. 3,563 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Sun Financial held 7,915 shares of Coca-Cola worth $637K as of Q1 2026.
Sun Financial sold 305 Coca-Cola shares in Q1 2026, an estimated $23.1K.
Coca-Cola made up 0.32% of Sun Financial's portfolio in Q1 2026, its #81 holding.
Sun Financial first reported a position in Coca-Cola in Q4 2025 and has held it in 2 quarters since.
3,563 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.