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Syon Capital’s Coca-Cola KO Stock Holding History

Syon Capital’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 		$2.72M Buy
35,703
+1,190
+3% +$90K 0.14% 107
2025
Q4 		$2.41M Buy
34,513
+1,342
+4% +$93.6K 0.12% 130
2025
Q3 		$2.2M Sell
33,171
-4,887
-13% -$336K 0.12% 121
2025
Q2 		$2.69M Sell
38,058
-1,400
-4% -$99.7K 0.18% 84
2025
Q1 		$2.83M Buy
39,458
+4,022
+11% +$269K 0.23% 75
2024
Q4 		$2.21M Sell
35,436
-10,058
-22% -$657K 0.2% 81
2024
Q3 		$3.27M Buy
45,494
+3,564
+8% +$244K 0.29% 61
2024
Q2 		$2.67M Buy
41,930
+1,795
+4% +$111K 0.25% 69
2024
Q1 		$2.46M Sell
40,135
-32,225
-45% -$1.94M 0.23% 72
2023
Q4 		$4.26M Buy
72,360
+54,111
+297% +$3.07M 0.18% 81
2023
Q3 		$1.02M Buy
+18,249
New +$1.09M 0.13% 102

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

Syon Capital's KO Position: Q1 2026 in Review

Syon Capital increased its Coca-Cola (KO) stake by 3.4% in Q1 2026, buying an estimated $90K and bringing the position to 35,703 shares worth $2.72M. The position accounts for 0.14% of the portfolio, ranked #107.

Syon Capital first reported a position in KO in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.26M in Q4 2023. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Syon Capital held 35,703 shares of Coca-Cola worth $2.72M as of Q1 2026.
  • Syon Capital bought 1,190 Coca-Cola shares in Q1 2026, an estimated $90K.
  • Coca-Cola made up 0.14% of Syon Capital's portfolio in Q1 2026, its #107 holding.
  • Syon Capital first reported a position in Coca-Cola in Q3 2023 and has held it in 11 quarters since.
  • Syon Capital's Coca-Cola position peaked at $4.26M in Q4 2023.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.