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

Crews 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
Q2 		$1.13M Sell
13,913
-50
-0.4% -$3.95K 0.15% 86
2026
Q1 		$1.06M Sell
13,963
-40
-0.3% -$3.02K 0.15% 86
2025
Q4 		$979K Sell
14,003
-369
-3% -$25.7K 0.14% 91
2025
Q3 		$953K Sell
14,372
-35
-0.2% -$2.41K 0.14% 94
2025
Q2 		$1.02M Hold
14,407
– – 0.16% 91
2025
Q1 		$1.03M Sell
14,407
-375
-3% -$25K 0.18% 85
2024
Q4 		$920K Buy
+14,782
New +$965K 0.16% 90

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Crews Bank & Trust's KO Position: Q2 2026 in Review

Crews Bank & Trust reduced its Coca-Cola (KO) stake by 0.36% in Q2 2026, selling an estimated $3.95K and leaving 13,913 shares worth $1.13M. The position accounts for 0.15% of the portfolio, ranked #86.

Crews Bank & Trust first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Crews Bank & Trust held 13,913 shares of Coca-Cola worth $1.13M as of Q2 2026.
  • Crews Bank & Trust sold 50 Coca-Cola shares in Q2 2026, an estimated $3.95K.
  • Coca-Cola made up 0.15% of Crews Bank & Trust's portfolio in Q2 2026, its #86 holding.
  • Crews Bank & Trust first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.