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Arbor Trust Wealth Advisors’s Coca-Cola KO Stock Holding History

Arbor Trust Wealth Advisors’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 		$900K Sell
11,079
-336
-3% -$26.5K 0.36% 49
2026
Q1 		$874K Buy
11,415
+110
+1% +$8.32K 0.38% 51
2025
Q4 		$790K Sell
11,305
-465
-4% -$32.4K 0.35% 50
2025
Q3 		$787K Buy
11,770
+696
+6% +$47.9K 0.35% 53
2025
Q2 		$789K Sell
11,074
-1,426
-11% -$102K 0.39% 53
2025
Q1 		$902K Sell
12,500
-576
-4% -$38.5K 0.42% 52
2024
Q4 		$814K Sell
13,076
-32
-0.2% -$2.09K 0.38% 54
2024
Q3 		$841K Hold
13,108
– – 0.44% 52
2024
Q2 		$841K Sell
13,108
-458
-3% -$28.4K 0.44% 52
2024
Q1 		$799K Buy
13,566
+550
+4% +$33K 0.44% 53
2023
Q4 		$767K Sell
13,016
-22
-0.2% -$1.25K 0.46% 51
2023
Q3 		$736K Buy
13,038
+225
+2% +$13.5K 0.48% 48
2023
Q2 		$777K Sell
12,813
-862
-6% -$53.6K 0.49% 48
2023
Q1 		$855K Buy
13,675
+799
+6% +$48.4K 0.56% 43
2022
Q4 		$819K Sell
12,876
-47
-0.4% -$2.84K 0.57% 42
2022
Q3 		$732K Sell
12,923
-328
-2% -$20.4K 0.56% 43
2022
Q2 		$839K Buy
13,251
+979
+8% +$62.1K 0.59% 41
2022
Q1 		$766K Sell
12,272
-708
-5% -$43.1K 0.46% 50
2021
Q4 		$769K Hold
12,980
– – 0.44% 52
2021
Q3 		$687K Sell
12,980
-100
-0.8% -$5.57K 0.43% 55
2021
Q2 		$713K Buy
13,080
+300
+2% +$16.3K 0.45% 53
2021
Q1 		$677K Buy
12,780
+225
+2% +$11.3K 0.45% 51
2020
Q4 		$689K Sell
12,555
-653
-5% -$33.8K 0.5% 49
2020
Q3 		$657K Sell
13,208
-121
-0.9% -$5.82K 0.57% 43
2020
Q2 		$601K Buy
13,329
+300
+2% +$13.8K 0.54% 46
2020
Q1 		$582K Sell
13,029
-405
-3% -$21.9K 0.62% 44
2019
Q4 		$744K Buy
+13,434
New +$722K 0.64% 44

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arbor Trust Wealth Advisors's KO Position: Q2 2026 in Review

Arbor Trust Wealth Advisors reduced its Coca-Cola (KO) stake by 2.9% in Q2 2026, selling an estimated $26.5K and leaving 11,079 shares worth $900K. The position accounts for 0.36% of the portfolio, ranked #49.

Arbor Trust Wealth Advisors first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $902K in Q1 2025. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Arbor Trust Wealth Advisors held 11,079 shares of Coca-Cola worth $900K as of Q2 2026.
  • Arbor Trust Wealth Advisors sold 336 Coca-Cola shares in Q2 2026, an estimated $26.5K.
  • Coca-Cola made up 0.36% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Arbor Trust Wealth Advisors first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • Arbor Trust Wealth Advisors's Coca-Cola position peaked at $902K in Q1 2025.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.