Syntax Research’s Coca-Cola KO Stock Holding History

Syntax Research’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	$16.3K	Hold	200	–	–	0.01%	131
2026 Q1	$15.2K	Hold	200	–	–	0.01%	136
2025 Q4	$14K	Hold	200	–	–	0.01%	136
2025 Q3	$13.3K	Hold	200	–	–	0.01%	136
2025 Q2	$14.2K	Hold	200	–	–	0.01%	125
2025 Q1	$14.3K	Hold	200	–	–	0.01%	131
2024 Q4	$12.5K	Hold	200	–	–	0.01%	137
2024 Q3	$14.4K	Hold	200	–	–	0.01%	138
2024 Q2	$12.7K	Hold	200	–	–	0.01%	126
2024 Q1	$12.2K	Buy	+200	New	+$12K	0.01%	128

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Syntax Research's KO Position: Q2 2026 in Review

Syntax Research held its Coca-Cola (KO) position steady in Q2 2026 at 200 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #131.

Syntax Research first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Syntax Research held 200 shares of Coca-Cola worth $16.3K as of Q2 2026.
Syntax Research left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.01% of Syntax Research's portfolio in Q2 2026, its #131 holding.
Syntax Research first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.