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Bank of Jackson Hole Trust’s Coca-Cola KO Stock Holding History

Bank of Jackson Hole 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
Q1 		$242K Buy
3,187
+65
+2% +$4.91K 0.12% 127
2025
Q4 		$218K Buy
3,122
+495
+19% +$34.5K 0.1% 137
2025
Q3 		$174K Buy
2,627
+965
+58% +$66.4K 0.09% 143
2025
Q2 		$118K Buy
1,662
+330
+25% +$23.5K 0.07% 155
2025
Q1 		$94.9K Sell
1,332
-130
-9% -$8.68K 0.06% 170
2024
Q4 		$91K Buy
+1,462
New +$95.4K 0.06% 169

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Jackson Hole Trust's KO Position: Q1 2026 in Review

Bank of Jackson Hole Trust increased its Coca-Cola (KO) stake by 2.1% in Q1 2026, buying an estimated $4.91K and bringing the position to 3,187 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #127.

Bank of Jackson Hole Trust first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Bank of Jackson Hole Trust held 3,187 shares of Coca-Cola worth $242K as of Q1 2026.
  • Bank of Jackson Hole Trust bought 65 Coca-Cola shares in Q1 2026, an estimated $4.91K.
  • Coca-Cola made up 0.12% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #127 holding.
  • Bank of Jackson Hole Trust first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.