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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
Q2 		$620K Sell
7,141
-774
-10% -$61.1K 0.29% 87
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
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 $3.38T AUM 44.17% 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

Sun Financial's KO Position: Q2 2026 in Review

Sun Financial reduced its Coca-Cola (KO) stake by 9.8% in Q2 2026, selling an estimated $61.1K and leaving 7,141 shares worth $620K. The position accounts for 0.29% of the portfolio, ranked #87.

Sun Financial first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $637K in Q1 2026. 3,647 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Sun Financial held 7,141 shares of Coca-Cola worth $620K as of Q2 2026.
  • Sun Financial sold 774 Coca-Cola shares in Q2 2026, an estimated $61.1K.
  • Coca-Cola made up 0.29% of Sun Financial's portfolio in Q2 2026, its #87 holding.
  • Sun Financial first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's Coca-Cola position peaked at $637K in Q1 2026.
  • 3,647 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.