Fiduciary Trust’s Coca-Cola KO Stock Holding History

Fiduciary 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	$16.9M	Sell	221,967 -1,838	-0.8%	-$139K	0.2%	76
2025 Q4	$15.6M	Sell	223,805 -701	-0.3%	-$48.9K	0.18%	84
2025 Q3	$14.9M	Buy	224,506 +10,136	+5%	+$698K	0.17%	90
2025 Q2	$15.2M	Sell	214,370 -1,432	-0.7%	-$102K	0.19%	78
2025 Q1	$15.5M	Buy	215,802 +9,702	+5%	+$648K	0.2%	74
2024 Q4	$12.8M	Buy	206,100 +2,802	+1%	+$183K	0.17%	89
2024 Q3	$14.6M	Buy	203,298 +1,514	+0.8%	+$104K	0.2%	76
2024 Q2	$12.8M	Buy	201,784 +1,829	+0.9%	+$113K	0.19%	78
2024 Q1	$12.2M	Buy	199,955 +706	+0.4%	+$42.4K	0.19%	86
2023 Q4	$11.7M	Buy	199,249 +110	+0.1%	+$6.25K	0.2%	84
2023 Q3	$11.1M	Sell	199,139 -35,647	-15%	-$2.14M	0.2%	81
2023 Q2	$14.1M	Buy	234,786 +29,423	+14%	+$1.83M	0.25%	70
2023 Q1	$12.7M	Buy	205,363 +955	+0.5%	+$57.8K	0.24%	74
2022 Q4	$13M	Sell	204,408 -743	-0.4%	-$44.9K	0.25%	76
2022 Q3	$11.5M	Buy	205,151 +2,536	+1%	+$158K	0.25%	72
2022 Q2	$12.7M	Buy	202,615 +259	+0.1%	+$16.4K	0.27%	72
2022 Q1	$12.5M	Sell	202,356 -3,774	-2%	-$230K	0.22%	85
2021 Q4	$12.2M	Sell	206,130 -3,647	-2%	-$203K	0.2%	100
2021 Q3	$11M	Sell	209,777 -9,129	-4%	-$509K	0.2%	98
2021 Q2	$11.8M	Sell	218,906 -12,891	-6%	-$701K	0.23%	89
2021 Q1	$12.2M	Sell	231,797 -8,597	-4%	-$433K	0.25%	84
2020 Q4	$13.2M	Buy	240,394 +44,085	+22%	+$2.28M	0.27%	73
2020 Q3	$9.69M	Sell	196,309 -9,866	-5%	-$474K	0.23%	88
2020 Q2	$9.21M	Sell	206,175 -12,700	-6%	-$585K	0.23%	85
2020 Q1	$9.69M	Buy	218,875 +1,015	+0.5%	+$54.8K	0.28%	77
2019 Q4	$12.1M	Sell	217,860 -5,239	-2%	-$282K	0.28%	76
2019 Q3	$12.1M	Buy	223,099 +1,241	+0.6%	+$66.5K	0.3%	75
2019 Q2	$11.3M	Sell	221,858 -23,568	-10%	-$1.16M	0.3%	75
2019 Q1	$11.5M	Sell	245,426 -27,457	-10%	-$1.28M	0.31%	75
2018 Q4	$12.9M	Sell	272,883 -204	-0.1%	-$9.76K	0.4%	60
2018 Q3	$12.6M	Sell	273,087 -4,600	-2%	-$210K	0.35%	71
2018 Q2	$12.2M	Sell	277,687 -11,344	-4%	-$490K	0.37%	75
2018 Q1	$12.6M	Buy	289,031 +4,514	+2%	+$203K	0.39%	70
2017 Q4	$13.1M	Sell	284,517 -6,220	-2%	-$286K	0.39%	69
2017 Q3	$13.1M	Sell	290,737 -2,632	-0.9%	-$120K	0.4%	66
2017 Q2	$13.2M	Sell	293,369 -5,762	-2%	-$255K	0.4%	67
2017 Q1	$12.7M	Sell	299,131 -20,455	-6%	-$853K	0.39%	69
2016 Q4	$13.3M	Sell	319,586 -20,839	-6%	-$867K	0.43%	63
2016 Q3	$14.4M	Buy	340,425 +9,459	+3%	+$415K	0.49%	59
2016 Q2	$15M	Sell	330,966 -12,148	-4%	-$549K	0.53%	59
2016 Q1	$15.9M	Buy	343,114 +29,833	+10%	+$1.3M	0.56%	53
2015 Q4	$13.5M	Sell	313,281 -6,357	-2%	-$270K	0.57%	54
2015 Q3	$12.8M	Buy	319,638 +1,147	+0.4%	+$45.9K	0.58%	52
2015 Q2	$12.5M	Sell	318,491 -10,972	-3%	-$446K	0.52%	57
2015 Q1	$13.4M	Sell	329,463 -8,377	-2%	-$350K	0.55%	57
2014 Q4	$14.3M	Sell	337,840 -9,780	-3%	-$418K	0.6%	52
2014 Q3	$14.8M	Sell	347,620 -23,156	-6%	-$957K	0.65%	51
2014 Q2	$15.7M	Sell	370,776 -35,015	-9%	-$1.42M	0.67%	52
2014 Q1	$15.7M	Sell	405,791 -11,649	-3%	-$450K	0.69%	50
2013 Q4	$17.2M	Sell	417,440 -5,894	-1%	-$232K	0.76%	45
2013 Q3	$16M	Sell	423,334 -34,984	-8%	-$1.38M	0.74%	44
2013 Q2	$18.4M	Buy	+458,318	New	+$19M	0.85%	37

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Trust's KO Position: Q1 2026 in Review

Fiduciary Trust reduced its Coca-Cola (KO) stake by 0.82% in Q1 2026, selling an estimated $139K and leaving 221,967 shares worth $16.9M. The position accounts for 0.2% of the portfolio, ranked #76.

Fiduciary Trust first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.4M in Q2 2013. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Fiduciary Trust held 221,967 shares of Coca-Cola worth $16.9M as of Q1 2026.
Fiduciary Trust sold 1,838 Coca-Cola shares in Q1 2026, an estimated $139K.
Coca-Cola made up 0.2% of Fiduciary Trust's portfolio in Q1 2026, its #76 holding.
Fiduciary Trust first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Fiduciary Trust's Coca-Cola position peaked at $18.4M in Q2 2013.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.