HPBT
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Hickory Point Bank & Trust’s Coca-Cola KO Stock Holding History

Hickory Point 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
Q3 		$871K Sell
10,121
-227
-2% -$19.7K 0.52% 37
2026
Q2 		$841K Sell
10,348
-100
-1% -$7.9K 0.51% 40
2026
Q1 		$795K Sell
10,448
-725
-6% -$54.8K 0.52% 36
2025
Q4 		$781K Buy
11,173
+175
+2% +$12.2K 0.57% 37
2025
Q3 		$729K Buy
10,998
+150
+1% +$10.3K 0.55% 39
2025
Q2 		$767K Hold
10,848
– – 0.62% 33
2025
Q1 		$777K Buy
10,848
+400
+4% +$26.7K 0.68% 31
2024
Q4 		$650K Buy
+10,448
New +$682K 0.58% 36

Other funds holding KO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Hickory Point Bank & Trust's KO Position: Q3 2026 in Review

Hickory Point Bank & Trust reduced its Coca-Cola (KO) stake by 2.2% in Q3 2026, selling an estimated $19.7K and leaving 10,121 shares worth $871K. The position accounts for 0.52% of the portfolio, ranked #37.

Hickory Point Bank & Trust first reported a position in KO in Q4 2024 and has held it in 8 quarters since. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Hickory Point Bank & Trust held 10,121 shares of Coca-Cola worth $871K as of Q3 2026.
  • Hickory Point Bank & Trust sold 227 Coca-Cola shares in Q3 2026, an estimated $19.7K.
  • Coca-Cola made up 0.52% of Hickory Point Bank & Trust's portfolio in Q3 2026, its #37 holding.
  • Hickory Point Bank & Trust first reported a position in Coca-Cola in Q4 2024 and has held it in 8 quarters since.
  • 217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.