Alpine Bank Wealth Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$606K Buy
7,974
+5
+0.1% +$378 0.09% 103
2025
Q4
$557K Sell
7,969
-2,048
-20% -$143K 0.08% 102
2025
Q3
$664K Sell
10,017
-662
-6% -$45.6K 0.09% 97
2025
Q2
$756K Sell
10,679
-500
-4% -$35.6K 0.11% 86
2025
Q1
$801K Buy
+11,179
New +$747K 0.13% 79
2024
Q3
$750K Buy
+10,431
New +$714K 0.12% 88

Other funds holding KO

Alpine Bank Wealth Management's KO Position: Q1 2026 in Review

Alpine Bank Wealth Management increased its Coca-Cola (KO) stake by 0.06% in Q1 2026, buying an estimated $378 and bringing the position to 7,974 shares worth $606K. The position accounts for 0.09% of the portfolio, ranked #103.

Alpine Bank Wealth Management first reported a position in KO in Q3 2024 and has held it in 6 quarters since. The position peaked at $801K in Q1 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Alpine Bank Wealth Management held 7,974 shares of Coca-Cola worth $606K as of Q1 2026.
  • Alpine Bank Wealth Management bought 5 Coca-Cola shares in Q1 2026, an estimated $378.
  • Coca-Cola made up 0.09% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #103 holding.
  • Alpine Bank Wealth Management first reported a position in Coca-Cola in Q3 2024 and has held it in 6 quarters since.
  • Alpine Bank Wealth Management's Coca-Cola position peaked at $801K in Q1 2025.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.