SF
KO icon

Symphony Financial’s Coca-Cola KO Stock Holding History

Symphony 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 		$2.36M Buy
31,200
+3,381
+12% +$256K 0.31% 68
2025
Q4 		$1.95M Buy
27,819
+1,462
+6% +$102K 0.26% 80
2025
Q3 		$1.75M Buy
26,357
+2,413
+10% +$166K 0.21% 93
2025
Q2 		$1.72M Buy
+23,944
New +$1.71M 0.23% 90
2025
Q1 		– Sell
-23,240
Closed -$1.45M – 159
2024
Q4 		$1.45M Sell
23,240
-381
-2% -$24.9K 0.23% 85
2024
Q3 		$1.7M Sell
23,621
-69
-0.3% -$4.72K 0.28% 77
2024
Q2 		$1.51M Buy
23,690
+164
+0.7% +$10.2K 0.28% 74
2024
Q1 		$1.44M Sell
23,526
-372
-2% -$22.3K 0.34% 72
2023
Q4 		$1.43M Buy
23,898
+1,369
+6% +$77.8K 0.31% 73
2023
Q3 		$1.25M Sell
22,529
-1,601
-7% -$96K 0.31% 61
2023
Q2 		$1.45M Sell
24,130
-4,866
-17% -$303K 0.36% 61
2023
Q1 		$1.79M Sell
28,996
-995
-3% -$60.2K 0.46% 51
2022
Q4 		$1.89M Buy
29,991
+8,432
+39% +$509K 0.5% 47
2022
Q3 		$1.22M Buy
21,559
+1,165
+6% +$72.4K 0.4% 59
2022
Q2 		$1.28M Buy
20,394
+1,258
+7% +$79.7K 0.38% 57
2022
Q1 		$1.21M Buy
19,136
+5,808
+44% +$353K 0.29% 70
2021
Q4 		$791K Buy
13,328
+2,655
+25% +$148K 0.22% 83
2021
Q3 		$565K Sell
10,673
-1,980
-16% -$110K 0.2% 88
2021
Q2 		$683K Sell
12,653
-3,956
-24% -$215K 0.23% 73
2021
Q1 		$883K Buy
16,609
+3,153
+23% +$159K 0.23% 72
2020
Q4 		$710K Sell
13,456
-1,654
-11% -$85.5K 0.25% 68
2020
Q3 		$746K Sell
15,110
-35,283
-70% -$1.7M 0.3% 52
2020
Q2 		$2.25M Buy
50,393
+13,382
+36% +$616K 1.09% 22
2020
Q1 		$1.67M Buy
+37,011
New +$2M 1.15% 21

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

Symphony Financial's KO Position: Q1 2026 in Review

Symphony Financial increased its Coca-Cola (KO) stake by 12% in Q1 2026, buying an estimated $256K and bringing the position to 31,200 shares worth $2.36M. The position accounts for 0.31% of the portfolio, ranked #68.

Symphony Financial first reported a position in KO in Q1 2020 and has held it in 24 quarters since. 3,556 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Symphony Financial held 31,200 shares of Coca-Cola worth $2.36M as of Q1 2026.
  • Symphony Financial bought 3,381 Coca-Cola shares in Q1 2026, an estimated $256K.
  • Coca-Cola made up 0.31% of Symphony Financial's portfolio in Q1 2026, its #68 holding.
  • Symphony Financial first reported a position in Coca-Cola in Q1 2020 and has held it in 24 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.