FUBT
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First United Bank & Trust’s Coca-Cola KO Stock Holding History

First United Bank & 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
Q2 		$355K Buy
4,372
+1
+0% +$79 0.1% 121
2026
Q1 		$332K Sell
4,371
-49
-1% -$3.7K 0.11% 118
2025
Q4 		$309K Sell
4,420
-224
-5% -$15.6K 0.1% 127
2025
Q3 		$308K Sell
4,644
-50
-1% -$3.44K 0.1% 131
2025
Q2 		$332K Sell
4,694
-103
-2% -$7.34K 0.12% 121
2025
Q1 		$344K Sell
4,797
-443
-8% -$29.6K 0.13% 113
2024
Q4 		$326K Sell
5,240
-968
-16% -$63.2K 0.12% 119
2024
Q3 		$446K Sell
6,208
-87
-1% -$5.96K 0.16% 102
2024
Q2 		$401K Sell
6,295
-3,061
-33% -$189K 0.15% 110
2024
Q1 		$572K Sell
9,356
-111
-1% -$6.67K 0.21% 95
2023
Q4 		$558K Buy
9,467
+469
+5% +$26.6K 0.22% 93
2023
Q3 		$504K Buy
8,998
+1
+0% +$60 0.23% 96
2023
Q2 		$542K Buy
8,997
+200
+2% +$12.4K 0.24% 94
2023
Q1 		$546K Sell
8,797
-300
-3% -$18.2K 0.26% 94
2022
Q4 		$579K Hold
9,097
– – 0.28% 84
2022
Q3 		$510K Hold
9,097
– – 0.26% 92
2022
Q2 		$572K Buy
9,097
+4,112
+82% +$261K 0.26% 91
2022
Q1 		$309K Sell
4,985
-300
-6% -$18.2K 0.12% 131
2021
Q4 		$313K Buy
5,285
+15
+0.3% +$835 0.12% 135
2021
Q3 		$277K Hold
5,270
– – 0.11% 139
2021
Q2 		$285K Sell
5,270
-824
-14% -$44.8K 0.12% 136
2021
Q1 		$321K Sell
6,094
-400
-6% -$20.1K 0.14% 121
2020
Q4 		$356K Sell
6,494
-200
-3% -$10.3K 0.17% 100
2020
Q3 		$330K Hold
6,694
– – 0.18% 98
2020
Q2 		$299K Hold
6,694
– – 0.18% 100
2020
Q1 		$296K Sell
6,694
-52
-0.8% -$2.81K 0.21% 96
2019
Q4 		$373K Buy
6,746
+52
+0.8% +$2.8K 0.21% 100
2019
Q3 		$364K Sell
6,694
-1,590
-19% -$85.1K 0.23% 99
2019
Q2 		$422K Sell
8,284
-510
-6% -$25K 0.25% 96
2019
Q1 		$412K Buy
+8,794
New +$411K 0.25% 94
2018
Q1 		– Sell
-6,446
Closed -$296K – 111
2017
Q4 		$296K Sell
6,446
-3,970
-38% -$182K 0.19% 97
2017
Q3 		$469K Sell
10,416
-450
-4% -$20.5K 0.31% 80
2017
Q2 		$487K Sell
10,866
-395
-4% -$17.5K 0.33% 81
2017
Q1 		$478K Sell
11,261
-1,260
-10% -$52.6K 0.34% 81
2016
Q4 		$519K Buy
12,521
+2,150
+21% +$89.5K 0.39% 75
2016
Q3 		$439K Sell
10,371
-50
-0.5% -$2.19K 0.36% 72
2016
Q2 		$472K Sell
10,421
-671
-6% -$30.3K 0.41% 70
2016
Q1 		$514K Sell
11,092
-356
-3% -$15.5K 0.47% 63
2015
Q4 		$492K Buy
11,448
+170
+2% +$7.21K 0.44% 69
2015
Q3 		$452K Sell
11,278
-2,410
-18% -$96.5K 0.44% 70
2015
Q2 		$537K Sell
13,688
-2,640
-16% -$107K 0.49% 66
2015
Q1 		$662K Sell
16,328
-2,146
-12% -$89.8K 0.6% 59
2014
Q4 		$780K Sell
18,474
-3,187
-15% -$136K 0.75% 51
2014
Q3 		$924K Buy
21,661
+70
+0.3% +$2.89K 0.94% 43
2014
Q2 		$915K Sell
21,591
-556
-3% -$22.6K 0.95% 44
2014
Q1 		$856K Sell
22,147
-2,810
-11% -$109K 0.92% 47
2013
Q4 		$1.03M Sell
24,957
-460
-2% -$18.1K 1.14% 36
2013
Q3 		$963K Sell
25,417
-200
-0.8% -$7.91K 1.16% 37
2013
Q2 		$1.03M Buy
+25,617
New +$1.06M 1.38% 25

Other funds holding KO

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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 United Bank & Trust's KO Position: Q2 2026 in Review

First United Bank & Trust increased its Coca-Cola (KO) stake by 0.02% in Q2 2026, buying an estimated $79 and bringing the position to 4,372 shares worth $355K. The position accounts for 0.1% of the portfolio, ranked #121.

First United Bank & Trust first reported a position in KO in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.03M in Q4 2013. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • First United Bank & Trust held 4,372 shares of Coca-Cola worth $355K as of Q2 2026.
  • First United Bank & Trust bought 1 Coca-Cola share in Q2 2026, an estimated $79.
  • Coca-Cola made up 0.1% of First United Bank & Trust's portfolio in Q2 2026, its #121 holding.
  • First United Bank & Trust first reported a position in Coca-Cola in Q2 2013 and has held it in 49 quarters since.
  • First United Bank & Trust's Coca-Cola position peaked at $1.03M in Q4 2013.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.