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SYM Financial Corp’s Coca-Cola KO Stock Holding History

SYM Financial Corp’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 		$681K Buy
8,949
+831
+10% +$62.8K 0.07% 88
2025
Q4 		$568K Sell
8,118
-81
-1% -$5.65K 0.06% 114
2025
Q3 		$544K Sell
8,199
-201
-2% -$13.8K 0.06% 106
2025
Q2 		$594K Sell
8,400
-48
-0.6% -$3.42K 0.07% 106
2025
Q1 		$605K Sell
8,448
-955
-10% -$63.8K 0.07% 85
2024
Q4 		$585K Buy
9,403
+1,545
+20% +$101K 0.08% 79
2024
Q3 		$565K Buy
7,858
+1,105
+16% +$75.7K 0.08% 65
2024
Q2 		$430K Sell
6,753
-79
-1% -$4.89K 0.07% 62
2024
Q1 		$418K Buy
6,832
+139
+2% +$8.35K 0.07% 50
2023
Q4 		$394K Buy
6,693
+417
+7% +$23.7K 0.06% 58
2023
Q3 		$351K Buy
+6,276
New +$376K 0.06% 62
2020
Q2 		– Sell
-8,175
Closed -$362K – 68
2020
Q1 		$362K Buy
8,175
+50
+0.6% +$2.7K 0.36% 17
2019
Q4 		$450K Sell
8,125
-500
-6% -$26.9K 0.3% 17
2019
Q3 		$470K Buy
+8,625
New +$462K 0.31% 16

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

SYM Financial Corp's KO Position: Q1 2026 in Review

SYM Financial Corp increased its Coca-Cola (KO) stake by 10% in Q1 2026, buying an estimated $62.8K and bringing the position to 8,949 shares worth $681K. The position accounts for 0.07% of the portfolio, ranked #88.

SYM Financial Corp first reported a position in KO in Q3 2019 and has held it in 14 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • SYM Financial Corp held 8,949 shares of Coca-Cola worth $681K as of Q1 2026.
  • SYM Financial Corp bought 831 Coca-Cola shares in Q1 2026, an estimated $62.8K.
  • Coca-Cola made up 0.07% of SYM Financial Corp's portfolio in Q1 2026, its #88 holding.
  • SYM Financial Corp first reported a position in Coca-Cola in Q3 2019 and has held it in 14 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.