Arlington Trust’s Coca-Cola KO Stock Holding History

Arlington Trust’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	$237K	Buy	2,920 +730	+33%	+$57.7K	0.02%	105
2026 Q1	$167K	Buy	2,190 +303	+16%	+$22.9K	0.01%	114
2025 Q4	$132K	Sell	1,887 -2,769	-59%	-$193K	0.01%	122
2025 Q3	$309K	Hold	4,656	–	–	0.06%	136
2025 Q2	$329K	Sell	4,656 -213	-4%	-$15.2K	0.06%	124
2025 Q1	$349K	Buy	4,869 +3,387	+229%	+$226K	0.07%	124
2024 Q4	$92.3K	Hold	1,482	–	–	0.02%	278
2024 Q3	$106K	Sell	1,482 -18	-1%	-$1.23K	0.02%	249
2024 Q2	$95.5K	Buy	1,500 +18	+1%	+$1.11K	0.02%	259
2024 Q1	$90.7K	Sell	1,482 -449	-23%	-$27K	0.02%	230
2023 Q4	$114K	Buy	+1,931	New	+$110K	0.03%	205

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Arlington Trust's KO Position: Q2 2026 in Review

Arlington Trust increased its Coca-Cola (KO) stake by 33% in Q2 2026, buying an estimated $57.7K and bringing the position to 2,920 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #105.

Arlington Trust first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $349K in Q1 2025. 761 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Arlington Trust held 2,920 shares of Coca-Cola worth $237K as of Q2 2026.
Arlington Trust bought 730 Coca-Cola shares in Q2 2026, an estimated $57.7K.
Coca-Cola made up 0.02% of Arlington Trust's portfolio in Q2 2026, its #105 holding.
Arlington Trust first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
Arlington Trust's Coca-Cola position peaked at $349K in Q1 2025.
761 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.