Syverson Strege & Co’s Coca-Cola KO Stock Holding History

Syverson Strege & Co’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	$357K	Buy	4,698 +168	+4%	+$12.7K	0.09%	104
2025 Q4	$317K	Buy	4,530 +393	+9%	+$27.4K	0.08%	114
2025 Q3	$274K	Sell	4,137 -475	-10%	-$32.7K	0.07%	125
2025 Q2	$326K	Buy	+4,612	New	+$329K	0.08%	110
2023 Q2	–	Sell	-697	Closed	-$43.3K	–	365
2023 Q1	$43.3K	Hold	697	–	–	0.02%	132
2022 Q4	$44.4K	Hold	697	–	–	0.02%	132
2022 Q3	$39K	Hold	697	–	–	0.02%	129
2022 Q2	$44K	Hold	697	–	–	0.02%	138
2022 Q1	$43K	Hold	697	–	–	0.05%	133
2021 Q4	$41K	Hold	697	–	–	0.03%	145
2021 Q3	$37K	Hold	697	–	–	0.03%	156
2021 Q2	$38K	Hold	697	–	–	0.03%	148
2021 Q1	$37K	Hold	697	–	–	0.04%	136
2020 Q4	$38K	Buy	+697	New	+$36K	0.04%	126

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

Syverson Strege & Co's KO Position: Q1 2026 in Review

Syverson Strege & Co increased its Coca-Cola (KO) stake by 3.7% in Q1 2026, buying an estimated $12.7K and bringing the position to 4,698 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #104.

Syverson Strege & Co first reported a position in KO in Q4 2020 and has held it in 14 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Syverson Strege & Co held 4,698 shares of Coca-Cola worth $357K as of Q1 2026.
Syverson Strege & Co bought 168 Coca-Cola shares in Q1 2026, an estimated $12.7K.
Coca-Cola made up 0.09% of Syverson Strege & Co's portfolio in Q1 2026, its #104 holding.
Syverson Strege & Co first reported a position in Coca-Cola in Q4 2020 and has held it in 14 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.