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Indiana Trust & Investment Management’s Coca-Cola KO Stock Holding History

Indiana Trust & Investment Management’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 		$418K Hold
5,146
– – 0.11% 126
2026
Q1 		$391K Buy
5,146
+1,000
+24% +$75.6K 0.12% 123
2025
Q4 		$290K Hold
4,146
– – 0.09% 146
2025
Q3 		$275K Sell
4,146
-102
-2% -$7.02K 0.08% 150
2025
Q2 		$301K Buy
4,248
+102
+2% +$7.27K 0.1% 141
2025
Q1 		$297K Buy
4,146
+10
+0.2% +$668 0.11% 139
2024
Q4 		$258K Hold
4,136
– – 0.09% 147
2024
Q3 		$297K Sell
4,136
-313
-7% -$21.4K 0.1% 139
2024
Q2 		$283K Sell
4,449
-301
-6% -$18.6K 0.1% 129
2024
Q1 		$291K Sell
4,750
-533
-10% -$32K 0.12% 132
2023
Q4 		$311K Hold
5,283
– – 0.14% 119
2023
Q3 		$296K Buy
5,283
+313
+6% +$18.8K 0.15% 114
2023
Q2 		$299K Sell
4,970
-130
-3% -$8.09K 0.15% 88
2023
Q1 		$316K Sell
5,100
-350
-6% -$21.2K 0.17% 89
2022
Q4 		$347 Hold
5,450
– – 0.2% 82
2022
Q3 		$305K Sell
5,450
-450
-8% -$28K 0.19% 86
2022
Q2 		$372K Buy
5,900
+188
+3% +$11.9K 0.21% 81
2022
Q1 		$354K Sell
5,712
-250
-4% -$15.2K 0.17% 88
2021
Q4 		$353K Hold
5,962
– – 0.16% 90
2021
Q3 		$313K Sell
5,962
-975
-14% -$54.3K 0.16% 89
2021
Q2 		$381K Sell
6,937
-100
-1% -$5.44K 0.21% 77
2021
Q1 		$371K Buy
7,037
+100
+1% +$5.03K 0.2% 83
2020
Q4 		$381K Sell
6,937
-225
-3% -$11.6K 0.21% 77
2020
Q3 		$353K Sell
7,162
-142
-2% -$6.83K 0.21% 76
2020
Q2 		$326K Hold
7,304
– – 0.2% 83
2020
Q1 		$323K Sell
7,304
-68
-0.9% -$3.67K 0.23% 75
2019
Q4 		$408K Sell
7,372
-445
-6% -$23.9K 0.23% 79
2019
Q3 		$426K Buy
7,817
+17
+0.2% +$910 0.24% 75
2019
Q2 		$397K Buy
7,800
+304
+4% +$14.9K 0.22% 80
2019
Q1 		$352K Sell
7,496
-2,093
-22% -$97.9K 0.18% 87
2018
Q4 		$454K Hold
9,589
– – 0.25% 77
2018
Q3 		$443K Hold
9,589
– – 0.2% 81
2018
Q2 		$421K Sell
9,589
-2,647
-22% -$114K 0.2% 84
2018
Q1 		$531K Buy
12,236
+849
+7% +$38.1K 0.25% 74
2017
Q4 		$522K Buy
11,387
+478
+4% +$22K 0.24% 79
2017
Q3 		$491K Buy
10,909
+1,600
+17% +$72.8K 0.24% 77
2017
Q2 		$418K Buy
9,309
+149
+2% +$6.58K 0.21% 85
2017
Q1 		$389K Buy
9,160
+1,375
+18% +$57.4K 0.19% 87
2016
Q4 		$323K Sell
7,785
-500
-6% -$20.8K 0.17% 90
2016
Q3 		$351K Buy
8,285
+130
+2% +$5.7K 0.18% 94
2016
Q2 		$370K Hold
8,155
– – 0.19% 89
2016
Q1 		$378K Sell
8,155
-26,470
-76% -$1.15M 0.2% 89
2015
Q4 		$1.46M Buy
34,625
+26,830
+344% +$1.14M 0.76% 40
2015
Q3 		$313K Sell
7,795
-50
-0.6% -$2K 0.18% 90
2015
Q2 		$308K Sell
7,845
-27,395
-78% -$1.11M 0.16% 93
2015
Q1 		$1.43M Buy
35,240
+615
+2% +$25.7K 0.72% 38
2014
Q4 		$1.46M Sell
34,625
-1,835
-5% -$78.4K 0.76% 40
2014
Q3 		$1.55M Sell
36,460
-770
-2% -$31.8K 0.81% 37
2014
Q2 		$1.58M Buy
37,230
+425
+1% +$17.2K 0.91% 35
2014
Q1 		$1.42M Buy
36,805
+4,085
+12% +$158K 0.88% 35
2013
Q4 		$1.35M Sell
32,720
-690
-2% -$27.2K 0.77% 38
2013
Q3 		$1.27M Buy
33,410
+285
+0.9% +$11.3K 0.76% 39
2013
Q2 		$1.33M Buy
+33,125
New +$1.37M 1.1% 39

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Indiana Trust & Investment Management's KO Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Coca-Cola (KO) position steady in Q2 2026 at 5,146 shares worth $418K. The position accounts for 0.11% of the portfolio, ranked #126.

Indiana Trust & Investment Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.58M in Q2 2014. 1,980 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Indiana Trust & Investment Management held 5,146 shares of Coca-Cola worth $418K as of Q2 2026.
  • Indiana Trust & Investment Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.11% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #126 holding.
  • Indiana Trust & Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • Indiana Trust & Investment Management's Coca-Cola position peaked at $1.58M in Q2 2014.
  • 1,980 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.