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

Cetera 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 		$2.51M Buy
30,896
+300
+1% +$23.7K 1.26% 20
2026
Q1 		$2.33M Sell
30,596
-1,175
-4% -$88.8K 1.32% 22
2025
Q4 		$2.22M Buy
31,771
+1,400
+5% +$97.6K 1.19% 27
2025
Q3 		$2.01M Hold
30,371
– – 1.13% 27
2025
Q2 		$2.15M Buy
30,371
+150
+0.5% +$10.7K 1.28% 23
2025
Q1 		$2.16M Hold
30,221
– – 1.38% 23
2024
Q4 		$1.88M Buy
30,221
+830
+3% +$54.2K 1.22% 24
2024
Q3 		$2.11M Sell
29,391
-995
-3% -$68.1K 1.29% 25
2024
Q2 		$1.93M Sell
30,386
-2,884
-9% -$179K 1.21% 26
2024
Q1 		$2.04M Buy
33,270
+1,025
+3% +$61.6K 1.22% 27
2023
Q4 		$1.9M Buy
+32,245
New +$1.83M 1.18% 29

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

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

Cetera Trust Company increased its Coca-Cola (KO) stake by 0.98% in Q2 2026, buying an estimated $23.7K and bringing the position to 30,896 shares worth $2.51M. The position accounts for 1.26% of the portfolio, ranked #20.

Cetera Trust Company first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,639 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Cetera Trust Company held 30,896 shares of Coca-Cola worth $2.51M as of Q2 2026.
  • Cetera Trust Company bought 300 Coca-Cola shares in Q2 2026, an estimated $23.7K.
  • Coca-Cola made up 1.26% of Cetera Trust Company's portfolio in Q2 2026, its #20 holding.
  • Cetera Trust Company first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,639 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.