Essex Savings Bank’s Coca-Cola KO Stock Holding History

Essex Savings Bank’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	$1.79M	Sell	22,019 -3	-0%	-$237	0.39%	59
2026 Q1	$1.67M	Sell	22,022 -530	-2%	-$40.1K	0.37%	59
2025 Q4	$1.58M	Buy	22,552 +95	+0.4%	+$6.62K	0.34%	61
2025 Q3	$1.49M	Sell	22,457 -270	-1%	-$18.6K	0.34%	66
2025 Q2	$1.61M	Buy	22,727 +122	+0.5%	+$8.69K	0.38%	62
2025 Q1	$1.62M	Buy	22,605 +2,085	+10%	+$139K	0.4%	55
2024 Q4	$1.28M	Buy	20,520 +1,940	+10%	+$127K	0.32%	73
2024 Q3	$1.34M	Buy	18,580 +697	+4%	+$47.7K	0.33%	71
2024 Q2	$1.14M	Sell	17,883 -1,493	-8%	-$92.4K	0.31%	78
2024 Q1	$1.14M	Hold	19,376	–	–	0.33%	74
2023 Q4	$1.14M	Buy	19,376 +1,831	+10%	+$104K	0.33%	74
2023 Q3	$982K	Sell	17,545 -1,323	-7%	-$79.3K	0.33%	70
2023 Q2	$1.14M	Buy	18,868 +177	+0.9%	+$11K	0.38%	59
2023 Q1	$1.16M	Sell	18,691 -425	-2%	-$25.7K	0.4%	56
2022 Q4	$1.22M	Buy	19,116 +1,111	+6%	+$67.1K	0.43%	58
2022 Q3	$1.01M	Sell	18,005 -648	-3%	-$40.3K	0.4%	60
2022 Q2	$1.17M	Sell	18,653 -118	-0.6%	-$7.48K	0.45%	55
2022 Q1	$1.16M	Sell	18,771 -71	-0.4%	-$4.32K	0.39%	64
2021 Q4	$1.11M	Sell	18,842 -147	-0.8%	-$8.19K	0.38%	66
2021 Q3	$1.07M	Sell	18,989 -1,412	-7%	-$78.7K	0.39%	70
2021 Q2	$1.13M	Buy	20,401 +15	+0.1%	+$816	0.44%	58
2021 Q1	$999K	Sell	20,386 -72	-0.4%	-$3.62K	0.44%	57
2020 Q4	$1.12M	Sell	20,458 -5,514	-21%	-$285K	0.5%	55
2020 Q3	$1.28M	Buy	25,972 +1,188	+5%	+$57.1K	0.63%	37
2020 Q2	$1.11M	Sell	24,784 -128	-0.5%	-$5.9K	0.66%	39
2020 Q1	$1.1M	Sell	24,912 -97	-0.4%	-$5.24K	0.79%	32
2019 Q4	$1.38M	Sell	25,009 -3,660	-13%	-$197K	0.71%	38
2019 Q3	$1.56M	Sell	28,669 -21,298	-43%	-$1.14M	0.83%	31
2019 Q2	$2.54M	Buy	49,967 +22,338	+81%	+$1.09M	0.9%	23
2019 Q1	$1.29M	Buy	27,629 +51	+0.2%	+$2.38K	0.74%	27
2018 Q4	$1.31M	Buy	+27,578	New	+$1.32M	0.82%	26

Other funds holding KO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Essex Savings Bank's KO Position: Q2 2026 in Review

Essex Savings Bank reduced its Coca-Cola (KO) stake by 0.01% in Q2 2026, selling an estimated $237 and leaving 22,019 shares worth $1.79M. The position accounts for 0.39% of the portfolio, ranked #59.

Essex Savings Bank first reported a position in KO in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.54M in Q2 2019. 2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Essex Savings Bank held 22,019 shares of Coca-Cola worth $1.79M as of Q2 2026.
Essex Savings Bank sold 3 Coca-Cola shares in Q2 2026, an estimated $237.
Coca-Cola made up 0.39% of Essex Savings Bank's portfolio in Q2 2026, its #59 holding.
Essex Savings Bank first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
Essex Savings Bank's Coca-Cola position peaked at $2.54M in Q2 2019.
2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.