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ESL Trust Services’s Coca-Cola KO Stock Holding History

ESL Trust Services’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 		$654K Hold
8,050
– – 0.11% 31
2026
Q1 		$612K Hold
8,050
– – 0.12% 28
2025
Q4 		$563K Sell
8,050
-79
-1% -$5.51K 0.11% 26
2025
Q3 		$539K Buy
8,129
+79
+1% +$5.44K 0.11% 26
2025
Q2 		$570K Sell
8,050
-65
-0.8% -$4.63K 0.12% 24
2025
Q1 		$581K Hold
8,115
– – 0.13% 22
2024
Q4 		$505K Buy
8,115
+7,600
+1,476% +$496K 0.11% 24
2024
Q3 		$37K Hold
515
– – 0.01% 69
2024
Q2 		$32.8K Buy
515
+65
+14% +$4.02K 0.01% 76
2024
Q1 		$27.5K Buy
+450
New +$27K 0.01% 78

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

ESL Trust Services's KO Position: Q2 2026 in Review

ESL Trust Services held its Coca-Cola (KO) position steady in Q2 2026 at 8,050 shares worth $654K. The position accounts for 0.11% of the portfolio, ranked #31.

ESL Trust Services first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • ESL Trust Services held 8,050 shares of Coca-Cola worth $654K as of Q2 2026.
  • ESL Trust Services left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.11% of ESL Trust Services's portfolio in Q2 2026, its #31 holding.
  • ESL Trust Services first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.