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Synergy Investment Management’s Coca-Cola KO Stock Holding History

Synergy Investment Management’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 		$266K Buy
3,132
+1,291
+70% +$102K 0.06% 143
2026
Q1 		$140K Buy
+1,841
New +$139K 0.05% 172
2025
Q2 		– Sell
-1,782
Closed -$128K – 359
2025
Q1 		$128K Buy
1,782
+74
+4% +$4.94K 0.05% 152
2024
Q4 		$106K Buy
+1,708
New +$111K 0.05% 170

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 $3.37T AUM 44.26% 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

Synergy Investment Management's KO Position: Q2 2026 in Review

Synergy Investment Management increased its Coca-Cola (KO) stake by 70% in Q2 2026, buying an estimated $102K and bringing the position to 3,132 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #143.

Synergy Investment Management first reported a position in KO in Q4 2024 and has held it in 4 quarters since. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Synergy Investment Management held 3,132 shares of Coca-Cola worth $266K as of Q2 2026.
  • Synergy Investment Management bought 1,291 Coca-Cola shares in Q2 2026, an estimated $102K.
  • Coca-Cola made up 0.06% of Synergy Investment Management's portfolio in Q2 2026, its #143 holding.
  • Synergy Investment Management first reported a position in Coca-Cola in Q4 2024 and has held it in 4 quarters since.
  • 3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.