Advantage Trust Company’s Coca-Cola KO Stock Holding History

Advantage Trust Company’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	$94.2K	Buy	1,159 +447	+63%	+$35.3K	0.03%	89
2026 Q1	$54.1K	Hold	712	–	–	0.02%	75
2025 Q4	$49.8K	Sell	712 -200	-22%	-$13.9K	0.02%	76
2025 Q3	$60.5K	Sell	912 -830	-48%	-$57.1K	0.03%	103
2025 Q2	$123K	Buy	1,742 +200	+13%	+$14.2K	0.06%	76
2025 Q1	$110K	Sell	1,542 -183	-11%	-$12.2K	0.07%	63
2024 Q4	$107K	Hold	1,725	–	–	0.06%	68
2024 Q3	$124K	Hold	1,725	–	–	0.08%	56
2024 Q2	$110K	Sell	1,725 -1,000	-37%	-$61.9K	0.08%	63
2024 Q1	$167K	Hold	2,725	–	–	0.12%	48
2023 Q4	$161K	Buy	+2,725	New	+$155K	0.13%	48

Other funds holding KO

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Advantage Trust Company's KO Position: Q2 2026 in Review

Advantage Trust Company increased its Coca-Cola (KO) stake by 63% in Q2 2026, buying an estimated $35.3K and bringing the position to 1,159 shares worth $94.2K. The position accounts for 0.03% of the portfolio, ranked #89.

Advantage Trust Company first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $167K in Q1 2024. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Advantage Trust Company held 1,159 shares of Coca-Cola worth $94.2K as of Q2 2026.
Advantage Trust Company bought 447 Coca-Cola shares in Q2 2026, an estimated $35.3K.
Coca-Cola made up 0.03% of Advantage Trust Company's portfolio in Q2 2026, its #89 holding.
Advantage Trust Company first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
Advantage Trust Company's Coca-Cola position peaked at $167K in Q1 2024.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.