OMC Financial Services LTD KO — COCA COLA CO

Ownership history in OMC Financial Services LTD  ·  9 quarters on record

AI Ownership Summary

OMC Financial Services LTD reported COCA COLA CO (KO) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.36% in 2025 Q1. The latest visible filing shows KO at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OMC Financial Services LTD's position in COCA COLA CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KO was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KO stock page OMC Financial Services LTD fund profile OMC Financial Services LTD full holdings
How OMC Financial Services LTD held KO — position size vs. price
% of Fund (quarterly)    KO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 10,979 -50 -0.5% 0.32% $835K 2026-04-30 $78.76
2025 Q4 UNCHANGED — — — 11,029 — 0% 0.29% $771K 2026-01-06 $67.38
2025 Q3 UNCHANGED — — — 11,029 — 0% 0.27% $731K 2025-10-21 $70.24
2025 Q2 REDUCED — — — 11,029 -200 -1.8% 0.32% $780K 2025-07-30 $67.29
2025 Q1 UNCHANGED — — — 11,229 — 0% 0.36% $804K 2025-04-30 $70.51
2024 Q4 REDUCED — — — 11,229 -150 -1.3% 0.30% $699K 2025-01-28 $60.16
2024 Q3 UNCHANGED — — — 11,379 — 0% 0.34% $724K 2024-10-28 $63.83
2024 Q2 REDUCED — — — 11,379 -40 -0.4% 0.34% $724K 2024-07-29 $63.55
2024 Q1 INITIATED — — — 11,419 — — 0.36% $699K 2024-06-11 $59.97

🏢 Other funds also holding KO

As of 2026 Q1 — sorted by position size

ALLEN HOLDING INC /NY 3Y 7Y 45.28% Arcus Capital Partners, LLC 3Y 7Y 15.69% PFW Advisors LLC 10.84% CULLINAN ASSOCIATES INC 3Y 7Y 8.08% CAPITAL CITY TRUST CO/FL 3Y 7Y 8.0% Meadow Creek Wealth Advisors LLC 3Y 7.04% Commerce Advisors, LLC 6.83% BISLETT MANAGEMENT, LLC 3Y 7Y 5.87% Alphinity Investment Management Pty Ltd 3Y 7Y 5.54% RFP Financial Group LLC 3Y 5.36%

FAQ About OMC Financial Services LTD and KO

These are the practical questions this page is built to answer before you even open the full history table.

How long has OMC Financial Services LTD reported owning KO?

OMC Financial Services LTD reported KO across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported KO position in OMC Financial Services LTD's portfolio?

The largest reported portfolio weight for KO was 0.36% in 2025 Q1.

What is the latest reported KO position on this page?

The most recent filing on this page is 2026 Q1, when OMC Financial Services LTD reported 10,979 shares, equal to 0.32% of portfolio, with an estimated market value of $835K.

What does the chart on this KO ownership page compare?

The chart compares OMC Financial Services LTD's quarterly KO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did OMC Financial Services LTD time their KO position?

Based on 13F filing dates vs. subsequent KO price moves, OMC Financial Services LTD correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on KO relative to SPY over the holding period was -2.3%.

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