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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
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 $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

Cetera Trust Company's KO Position: Q1 2026 in Review

Cetera Trust Company reduced its Coca-Cola (KO) stake by 3.7% in Q1 2026, selling an estimated $88.8K and leaving 30,596 shares worth $2.33M. The position accounts for 1.32% of the portfolio, ranked #22.

Cetera Trust Company first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Cetera Trust Company held 30,596 shares of Coca-Cola worth $2.33M as of Q1 2026.
  • Cetera Trust Company sold 1,175 Coca-Cola shares in Q1 2026, an estimated $88.8K.
  • Coca-Cola made up 1.32% of Cetera Trust Company's portfolio in Q1 2026, its #22 holding.
  • Cetera Trust Company first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.