First Citizens Bank & Trust’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.5M | Buy |
251,955
+4,576
| +2% | +$361K | 0.31% | 50 |
|
|
2026
Q1 | $18.8M | Buy |
247,379
+1,906
| +0.8% | +$144K | 0.4% | 44 |
|
|
2025
Q4 | $17.2M | Buy |
245,473
+7,051
| +3% | +$492K | 0.36% | 49 |
|
|
2025
Q3 | $15.8M | Sell |
238,422
-6,876
| -3% | -$473K | 0.34% | 52 |
|
|
2025
Q2 | $17.4M | Buy |
245,298
+54,520
| +29% | +$3.88M | 0.31% | 41 |
|
|
2025
Q1 | $13.7M | Buy |
190,778
+8,167
| +4% | +$545K | 0.35% | 41 |
|
|
2024
Q4 | $11.4M | Sell |
182,611
-3,017
| -2% | -$197K | 0.21% | 53 |
|
|
2024
Q3 | $13.3M | Sell |
185,628
-3,350
| -2% | -$229K | 0.29% | 54 |
|
|
2024
Q2 | $12M | Buy |
188,978
+1,860
| +1% | +$115K | 0.23% | 55 |
|
|
2024
Q1 | $11.4M | Buy |
187,118
+63,378
| +51% | +$3.81M | 0.22% | 56 |
|
|
2023
Q4 | $7.29M | Sell |
123,740
-8,731
| -7% | -$496K | 0.13% | 68 |
|
|
2023
Q3 | $7.42M | Sell |
132,471
-5,795
| -4% | -$348K | 0.14% | 59 |
|
|
2023
Q2 | $8.33M | Buy |
138,266
+27,812
| +25% | +$1.73M | 0.15% | 62 |
|
|
2023
Q1 | $6.85M | Buy |
110,454
+21,718
| +24% | +$1.31M | 0.14% | 61 |
|
|
2022
Q4 | $5.64M | Sell |
88,736
-10,466
| -11% | -$632K | 0.17% | 57 |
|
|
2022
Q3 | $5.56M | Sell |
99,202
-12,756
| -11% | -$793K | 0.18% | 54 |
|
|
2022
Q2 | $7.04M | Buy |
111,958
+2,493
| +2% | +$158K | 0.25% | 43 |
|
|
2022
Q1 | $6.79M | Buy |
109,465
+3,414
| +3% | +$208K | 0.26% | 50 |
|
|
2021
Q4 | $6.28M | Buy |
106,051
+1,519
| +1% | +$84.6K | 0.25% | 60 |
|
|
2021
Q3 | $5.49M | Buy |
104,532
+2,198
| +2% | +$123K | 0.26% | 55 |
|
|
2021
Q2 | $5.54M | Sell |
102,334
-3,435
| -3% | -$187K | 0.26% | 58 |
|
|
2021
Q1 | $5.58M | Sell |
105,769
-136
| -0.1% | -$6.84K | 0.26% | 60 |
|
|
2020
Q4 | $5.81M | Sell |
105,905
-2,241
| -2% | -$116K | 0.3% | 49 |
|
|
2020
Q3 | $5.34M | Sell |
108,146
-32,062
| -23% | -$1.54M | 0.38% | 49 |
|
|
2020
Q2 | $6.26M | Buy |
140,208
+35,620
| +34% | +$1.64M | 0.52% | 46 |
|
|
2020
Q1 | $4.63M | Buy |
104,588
+11,356
| +12% | +$613K | 0.56% | 46 |
|
|
2019
Q4 | $5.16M | Sell |
93,232
-7,951
| -8% | -$427K | 0.5% | 50 |
|
|
2019
Q3 | $5.51M | Sell |
101,183
-8,012
| -7% | -$429K | 0.66% | 38 |
|
|
2019
Q2 | $5.56M | Sell |
109,195
-175
| -0.2% | -$8.58K | 0.61% | 37 |
|
|
2019
Q1 | $5.13M | Buy |
109,370
+46,634
| +74% | +$2.18M | 0.57% | 41 |
|
|
2018
Q4 | $2.97M | Buy |
62,736
+28,057
| +81% | +$1.34M | 0.36% | 71 |
|
|
2018
Q3 | $1.6M | Sell |
34,679
-4,720
| -12% | -$216K | 0.18% | 153 |
|
|
2018
Q2 | $1.73M | Sell |
39,399
-32,075
| -45% | -$1.39M | 0.21% | 131 |
|
|
2018
Q1 | $3.1M | Sell |
71,474
-28
| -0% | -$1.26K | 0.42% | 67 |
|
|
2017
Q4 | $3.28M | Sell |
71,502
-5,200
| -7% | -$239K | 0.44% | 63 |
|
|
2017
Q3 | $3.45M | Sell |
76,702
-5,287
| -6% | -$240K | 0.45% | 64 |
|
|
2017
Q2 | $3.68M | Buy |
81,989
+7,812
| +11% | +$345K | 0.47% | 55 |
|
|
2017
Q1 | $3.15M | Sell |
74,177
-32,307
| -30% | -$1.35M | 0.38% | 84 |
|
|
2016
Q4 | $4.42M | Sell |
106,484
-24,040
| -18% | -$1M | 0.48% | 63 |
|
|
2016
Q3 | $5.52M | Buy |
130,524
+72,795
| +126% | +$3.19M | 0.5% | 63 |
|
|
2016
Q2 | $2.62M | Buy |
57,729
+10,103
| +21% | +$457K | 0.23% | 103 |
|
|
2016
Q1 | $2.21M | Sell |
47,626
-1,274
| -3% | -$55.4K | 0.18% | 99 |
|
|
2015
Q4 | $2.1M | Buy |
48,900
+1,441
| +3% | +$61.2K | 0.15% | 118 |
|
|
2015
Q3 | $1.9M | Sell |
47,459
-4,991
| -10% | -$200K | 0.14% | 127 |
|
|
2015
Q2 | $2.06M | Buy |
52,450
+1,241
| +2% | +$50.5K | 0.14% | 134 |
|
|
2015
Q1 | $2.08M | Buy |
+51,209
| New | +$2.14M | 0.14% | 131 |
|
|
2013
Q4 | – | Sell |
-360,787
| Closed | -$13.7M | – | 585 |
|
|
2013
Q3 | $13.7M | Buy |
360,787
+2,193
| +0.6% | +$86.7K | 0.52% | 38 |
|
|
2013
Q2 | $14.4M | Buy |
+358,594
| New | +$14.8M | 0.59% | 30 |
|
Other funds holding KO
First Citizens Bank & Trust's KO Position: Q2 2026 in Review
First Citizens Bank & Trust increased its Coca-Cola (KO) stake by 1.8% in Q2 2026, buying an estimated $361K and bringing the position to 251,955 shares worth $20.5M. The position accounts for 0.31% of the portfolio, ranked #50.
First Citizens Bank & Trust first reported a position in KO in Q2 2013 and has held it in 48 quarters since. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- First Citizens Bank & Trust held 251,955 shares of Coca-Cola worth $20.5M as of Q2 2026.
- First Citizens Bank & Trust bought 4,576 Coca-Cola shares in Q2 2026, an estimated $361K.
- Coca-Cola made up 0.31% of First Citizens Bank & Trust's portfolio in Q2 2026, its #50 holding.
- First Citizens Bank & Trust first reported a position in Coca-Cola in Q2 2013 and has held it in 48 quarters since.
- 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.