First Citizens Financial Corp’s Coca-Cola KO Stock Holding History

First Citizens Financial Corp’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	$518K	Hold	6,375	–	–	0.22%	91
2026 Q1	$485K	Sell	6,375 -27	-0.4%	-$2.04K	0.23%	93
2025 Q4	$448K	Sell	6,402 -848	-12%	-$59.1K	0.22%	94
2025 Q3	$481K	Hold	7,250	–	–	0.24%	88
2025 Q2	$513K	Hold	7,250	–	–	0.28%	83
2025 Q1	$519K	Hold	7,250	–	–	0.29%	72
2024 Q4	$451K	Buy	7,250 +1,400	+24%	+$91.4K	0.25%	76
2024 Q3	$420K	Hold	5,850	–	–	0.22%	81
2024 Q2	$372K	Sell	5,850 -170	-3%	-$10.5K	0.22%	82
2024 Q1	$368K	Buy	6,020 +55	+0.9%	+$3.3K	0.22%	77
2023 Q4	$352K	Sell	5,965 -140	-2%	-$7.95K	0.23%	78
2023 Q3	$342K	Buy	6,105 +1,400	+30%	+$84K	0.24%	78
2023 Q2	$283K	Buy	+4,705	New	+$293K	0.19%	90
2022 Q4	$350K	Hold	5,505	–	–	0.3%	64
2022 Q3	$308K	Sell	5,505 -200	-4%	-$12.4K	0.3%	64
2022 Q2	$359K	Hold	5,705	–	–	0.32%	63
2022 Q1	$354K	Hold	5,705	–	–	0.27%	69
2021 Q4	$338K	Sell	5,705 -88	-2%	-$4.9K	0.25%	72
2021 Q3	$304K	Sell	5,793 -1,094	-16%	-$61K	0.24%	75
2021 Q2	$373K	Sell	6,887 -125	-2%	-$6.8K	0.28%	72
2021 Q1	$370K	Sell	7,012 -216	-3%	-$10.9K	0.3%	67
2020 Q4	$396K	Buy	7,228 +578	+9%	+$29.9K	0.35%	60
2020 Q3	$328K	Buy	6,650 +4	+0.1%	+$192	0.32%	67
2020 Q2	$297K	Buy	6,646 +1,112	+20%	+$51.2K	0.31%	67
2020 Q1	$245K	Buy	5,534 +320	+6%	+$17.3K	0.32%	67
2019 Q4	$289K	Buy	+5,214	New	+$280K	0.29%	71

Other funds holding KO

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 Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

First Citizens Financial Corp's KO Position: Q2 2026 in Review

First Citizens Financial Corp held its Coca-Cola (KO) position steady in Q2 2026 at 6,375 shares worth $518K. The position accounts for 0.22% of the portfolio, ranked #91.

First Citizens Financial Corp first reported a position in KO in Q4 2019 and has held it in 26 quarters since. The position peaked at $519K in Q1 2025. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

First Citizens Financial Corp held 6,375 shares of Coca-Cola worth $518K as of Q2 2026.
First Citizens Financial Corp left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.22% of First Citizens Financial Corp's portfolio in Q2 2026, its #91 holding.
First Citizens Financial Corp first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
First Citizens Financial Corp's Coca-Cola position peaked at $519K in Q1 2025.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.