First Western Trust Bank’s Coca-Cola KO Stock Holding History

First Western Trust Bank’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	$2.81M	Sell	34,569 -637	-2%	-$50.3K	0.14%	48
2026 Q1	$2.68M	Sell	35,206 -215	-0.6%	-$16.3K	0.14%	52
2025 Q4	$2.48M	Sell	35,421 -1,094	-3%	-$76.3K	0.12%	55
2025 Q3	$2.42M	Sell	36,515 -1,135	-3%	-$78.1K	0.11%	57
2025 Q2	$2.66M	Buy	37,650 +822	+2%	+$58.6K	0.12%	55
2025 Q1	$2.64M	Buy	36,828 +159	+0.4%	+$10.6K	0.13%	53
2024 Q4	$2.28M	Buy	36,669 +57	+0.2%	+$3.72K	0.11%	59
2024 Q3	$2.63M	Sell	36,612 -1,159	-3%	-$79.4K	0.12%	59
2024 Q2	$2.4M	Sell	37,771 -2,939	-7%	-$182K	0.11%	60
2024 Q1	$2.49M	Sell	40,710 -1,421	-3%	-$85.4K	0.11%	58
2023 Q4	$2.48M	Buy	42,131 +2,829	+7%	+$161K	0.12%	61
2023 Q3	$2.2M	Sell	39,302 -903	-2%	-$54.2K	0.12%	65
2023 Q2	$2.42M	Buy	40,205 +21	+0.1%	+$1.31K	0.12%	66
2023 Q1	$2.49M	Buy	40,184 +397	+1%	+$24K	0.13%	64
2022 Q4	$2.53M	Buy	39,787 +708	+2%	+$42.7K	0.15%	61
2022 Q3	$2.19M	Buy	39,079 +87	+0.2%	+$5.41K	0.15%	62
2022 Q2	$2.45M	Sell	38,992 -4,128	-10%	-$262K	0.16%	62
2022 Q1	$2.68M	Buy	+43,120	New	+$2.62M	0.14%	62

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 Western Trust Bank's KO Position: Q2 2026 in Review

First Western Trust Bank reduced its Coca-Cola (KO) stake by 1.8% in Q2 2026, selling an estimated $50.3K and leaving 34,569 shares worth $2.81M. The position accounts for 0.14% of the portfolio, ranked #48.

First Western Trust Bank first reported a position in KO in Q1 2022 and has held it in 18 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

First Western Trust Bank held 34,569 shares of Coca-Cola worth $2.81M as of Q2 2026.
First Western Trust Bank sold 637 Coca-Cola shares in Q2 2026, an estimated $50.3K.
Coca-Cola made up 0.14% of First Western Trust Bank's portfolio in Q2 2026, its #48 holding.
First Western Trust Bank first reported a position in Coca-Cola in Q1 2022 and has held it in 18 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.