Symmetry Partners’s Coca-Cola KO Stock Holding History

Symmetry Partners’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	$220K	Buy	+2,893	New	+$219K	0.01%	188
2024 Q3	–	Sell	-21,603	Closed	-$1.38M	–	315
2024 Q2	$1.38M	Sell	21,603 -2,768	-11%	-$171K	0.07%	125
2024 Q1	$1.49M	Hold	24,371	–	–	0.12%	122
2023 Q4	$1.43M	Sell	24,371 -21,543	-47%	-$1.22M	0.08%	118
2023 Q3	$2.57M	Sell	45,914 -9,130	-17%	-$548K	0.14%	75
2023 Q2	$3.31M	Sell	55,044 -3,427	-6%	-$213K	0.18%	68
2023 Q1	$3.63M	Buy	58,471 +12,557	+27%	+$760K	0.2%	65
2022 Q4	$2.92M	Sell	45,914 -21,225	-32%	-$1.28M	0.17%	67
2022 Q3	$3.76M	Sell	67,139 -1,864	-3%	-$116K	0.25%	56
2022 Q2	$4.34M	Buy	69,003 +36,447	+112%	+$2.31M	0.29%	51
2022 Q1	$2.02M	Hold	32,556	–	–	0.13%	94
2021 Q4	$1.93M	Sell	32,556 -792	-2%	-$44.1K	0.12%	107
2021 Q3	$1.77M	Hold	33,348	–	–	0.12%	117
2021 Q2	$1.8M	Sell	33,348 -4,174	-11%	-$227K	0.12%	114
2021 Q1	$1.98M	Sell	37,522 -4,223	-10%	-$213K	0.14%	92
2020 Q4	$2.29M	Buy	41,745 +976	+2%	+$50.5K	0.18%	79
2020 Q3	$2.01M	Buy	40,769 +32,769	+410%	+$1.58M	0.17%	79
2020 Q2	$357K	Sell	8,000 -1,360	-15%	-$62.6K	0.04%	208
2020 Q1	$414K	Buy	+9,360	New	+$506K	0.09%	145

Other funds holding KO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Symmetry Partners's KO Position: Q1 2026 in Review

Symmetry Partners opened a new position in Coca-Cola (KO) in Q1 2026: 2,893 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #188 among its holdings. This is a return to the name: Symmetry Partners previously reported a position in KO as recently as Q2 2024.

Symmetry Partners first reported a position in KO in Q1 2020 and has held it in 19 quarters since. The position peaked at $4.34M in Q2 2022. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Symmetry Partners held 2,893 shares of Coca-Cola worth $220K as of Q1 2026.
Coca-Cola was a new Symmetry Partners position in Q1 2026.
Coca-Cola made up 0.01% of Symmetry Partners's portfolio in Q1 2026, its #188 holding.
Symmetry Partners first reported a position in Coca-Cola in Q1 2020 and has held it in 19 quarters since.
Symmetry Partners's Coca-Cola position peaked at $4.34M in Q2 2022.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Symmetry Partners's 13F filing for Q1 2026, filed 27 Apr 2026.