First Business Financial Services’s Coca-Cola KO Stock Holding History

First Business Financial 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	$3.23M	Buy	39,772 +1,006	+3%	+$79.5K	0.25%	42
2026 Q1	$2.95M	Buy	38,766 +697	+2%	+$52.7K	0.26%	44
2025 Q4	$2.66M	Buy	38,069 +614	+2%	+$42.8K	0.24%	42
2025 Q3	$2.48M	Sell	37,455 -697	-2%	-$48K	0.23%	43
2025 Q2	$2.7M	Buy	38,152 +15,234	+66%	+$1.09M	0.24%	43
2025 Q1	$1.64M	Sell	22,918 -1,027	-4%	-$68.6K	0.16%	66
2024 Q4	$1.49M	Buy	23,945 +610	+3%	+$39.8K	0.15%	65
2024 Q3	$1.68M	Hold	23,335	–	–	0.17%	54
2024 Q2	$1.49M	Sell	23,335 -450	-2%	-$27.9K	0.16%	58
2024 Q1	$1.46M	Sell	23,785 -1,595	-6%	-$95.8K	0.16%	59
2023 Q4	$1.5M	Sell	25,380 -10,907	-30%	-$620K	0.17%	53
2023 Q3	$2.03M	Buy	36,287 +382	+1%	+$22.9K	0.26%	34
2023 Q2	$2.16M	Sell	35,905 -1,000	-3%	-$62.2K	0.27%	29
2023 Q1	$2.29M	Hold	36,905	–	–	0.29%	24
2022 Q4	$2.35M	Buy	36,905 +1	+0%	+$60	0.32%	21
2022 Q3	$2.07M	Sell	36,904 -2,000	-5%	-$124K	0.3%	20
2022 Q2	$2.45M	Buy	38,904 +2,000	+5%	+$127K	0.33%	20
2022 Q1	$2.29M	Hold	36,904	–	–	0.25%	22
2021 Q4	$2.19M	Buy	36,904 +2,594	+8%	+$144K	0.23%	27
2021 Q3	$1.8M	Buy	34,310 +8,950	+35%	+$499K	0.21%	28
2021 Q2	$1.37M	Buy	25,360 +510	+2%	+$27.7K	0.16%	38
2021 Q1	$1.31M	Hold	24,850	–	–	0.17%	30
2020 Q4	$1.36M	Sell	24,850 -1,000	-4%	-$51.7K	0.2%	23
2020 Q3	$1.28M	Hold	25,850	–	–	0.21%	25
2020 Q2	$1.16M	Sell	25,850 -400	-2%	-$18.4K	0.21%	26
2020 Q1	$1.16M	Sell	26,250 -10,137	-28%	-$547K	0.23%	19
2019 Q4	$2.01M	Hold	36,387	–	–	0.32%	16
2019 Q3	$1.98M	Sell	36,387 -2,500	-6%	-$134K	0.34%	15
2019 Q2	$1.98M	Buy	38,887 +137	+0.4%	+$6.71K	0.34%	15
2019 Q1	$1.82M	Hold	38,750	–	–	0.32%	15
2018 Q4	$1.83M	Sell	38,750 -4,651	-11%	-$223K	0.31%	22
2018 Q3	$2M	Hold	43,401	–	–	0.32%	21
2018 Q2	$1.9M	Buy	43,401 +400	+0.9%	+$17.3K	0.34%	16
2018 Q1	$1.87M	Sell	43,001 -600	-1%	-$26.9K	0.35%	14
2017 Q4	$2M	Buy	43,601 +600	+1%	+$27.6K	0.37%	13
2017 Q3	$1.94M	Hold	43,001	–	–	0.38%	13
2017 Q2	$1.93M	Sell	43,001 -4,305	-9%	-$190K	0.4%	14
2017 Q1	$2.01M	Buy	+47,306	New	+$1.97M	0.42%	14
2015 Q2	–	Sell	-7,977	Closed	-$323K	–	80
2015 Q1	$323K	Buy	7,977 +659	+9%	+$27.6K	0.1%	55
2014 Q4	$309K	Buy	7,318 +1,158	+19%	+$49.5K	0.1%	56
2014 Q3	$263K	Buy	6,160 +557	+10%	+$23K	0.1%	58
2014 Q2	$237K	Sell	5,603 -58	-1%	-$2.35K	0.09%	56
2014 Q1	$219K	Buy	+5,661	New	+$219K	0.09%	67

Other funds holding KO

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

First Business Financial Services's KO Position: Q2 2026 in Review

First Business Financial Services increased its Coca-Cola (KO) stake by 2.6% in Q2 2026, buying an estimated $79.5K and bringing the position to 39,772 shares worth $3.23M. The position accounts for 0.25% of the portfolio, ranked #42.

First Business Financial Services first reported a position in KO in Q1 2014 and has held it in 43 quarters since. 1,652 funds tracked by Wall St. Rank hold KO as of Q2 2026.

First Business Financial Services held 39,772 shares of Coca-Cola worth $3.23M as of Q2 2026.
First Business Financial Services bought 1,006 Coca-Cola shares in Q2 2026, an estimated $79.5K.
Coca-Cola made up 0.25% of First Business Financial Services's portfolio in Q2 2026, its #42 holding.
First Business Financial Services first reported a position in Coca-Cola in Q1 2014 and has held it in 43 quarters since.
1,652 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.