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CoreFirst Bank & Trust’s Coca-Cola KO Stock Holding History

CoreFirst Bank & 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 		$592K Sell
7,782
-75
-1% -$5.67K 0.31% 61
2025
Q4 		$549K Sell
7,857
-4,684
-37% -$327K 0.3% 69
2025
Q3 		$832K Sell
12,541
-699
-5% -$48.1K 0.45% 50
2025
Q2 		$937K Sell
13,240
-568
-4% -$40.5K 0.53% 41
2025
Q1 		$989K Sell
13,808
-201
-1% -$13.4K 0.64% 41
2024
Q4 		$872K Buy
14,009
+227
+2% +$14.8K 0.52% 46
2024
Q3 		$990K Hold
13,782
– – 0.57% 41
2024
Q2 		$877K Sell
13,782
-1,015
-7% -$62.8K 0.59% 44
2024
Q1 		$905K Sell
14,797
-1,130
-7% -$67.9K 0.57% 43
2023
Q4 		$939K Sell
15,927
-5,842
-27% -$332K 0.62% 42
2023
Q3 		$1.22M Sell
21,769
-2,186
-9% -$131K 0.87% 28
2023
Q2 		$1.44M Sell
23,955
-1,543
-6% -$96K 1.02% 26
2023
Q1 		$1.58M Sell
25,498
-2,212
-8% -$134K 1.15% 18
2022
Q4 		$1.76M Buy
27,710
+490
+2% +$29.6K 1.34% 13
2022
Q3 		$1.52M Sell
27,220
-151
-0.6% -$9.38K 1.32% 13
2022
Q2 		$1.72M Buy
27,371
+2,554
+10% +$162K 1.36% 14
2022
Q1 		$1.54M Sell
24,817
-101
-0.4% -$6.14K 1.05% 22
2021
Q4 		$1.48M Sell
24,918
-1,497
-6% -$83.4K 0.95% 23
2021
Q3 		$1.39M Sell
26,415
-399
-1% -$22.2K 0.96% 22
2021
Q2 		$1.45M Sell
26,814
-706
-3% -$38.4K 0.99% 23
2021
Q1 		$1.45M Sell
27,520
-25
-0.1% -$1.26K 1% 22
2020
Q4 		$1.51M Buy
+27,545
New +$1.42M 1.12% 20

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

CoreFirst Bank & Trust's KO Position: Q1 2026 in Review

CoreFirst Bank & Trust reduced its Coca-Cola (KO) stake by 0.95% in Q1 2026, selling an estimated $5.67K and leaving 7,782 shares worth $592K. The position accounts for 0.31% of the portfolio, ranked #61.

CoreFirst Bank & Trust first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.76M in Q4 2022. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • CoreFirst Bank & Trust held 7,782 shares of Coca-Cola worth $592K as of Q1 2026.
  • CoreFirst Bank & Trust sold 75 Coca-Cola shares in Q1 2026, an estimated $5.67K.
  • Coca-Cola made up 0.31% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #61 holding.
  • CoreFirst Bank & Trust first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • CoreFirst Bank & Trust's Coca-Cola position peaked at $1.76M in Q4 2022.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.