InvesTrust
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InvesTrust’s Coca-Cola KO Stock Holding History

InvesTrust’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 		$2.28M Sell
26,484
-3,990
-13% -$346K 0.92% 34
2026
Q2 		$2.48M Sell
30,474
-555
-2% -$43.8K 0.95% 38
2026
Q1 		$2.36M Sell
31,029
-55
-0.2% -$4.16K 0.99% 42
2025
Q4 		$2.17M Sell
31,084
-3,922
-11% -$273K 0.84% 40
2025
Q3 		$2.32M Buy
35,006
+14
+0% +$964 0.85% 41
2025
Q2 		$2.48M Sell
34,992
-53,101
-60% -$3.78M 0.96% 36
2025
Q1 		$6.31M Buy
88,093
+232
+0.3% +$15.5K 1.73% 30
2024
Q4 		$5.46M Buy
+87,861
New +$5.74M 1.52% 36

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

InvesTrust's KO Position: Q3 2026 in Review

InvesTrust reduced its Coca-Cola (KO) stake by 13% in Q3 2026, selling an estimated $346K and leaving 26,484 shares worth $2.28M. The position accounts for 0.92% of the portfolio, ranked #34.

InvesTrust first reported a position in KO in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.31M in Q1 2025. 1,803 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • InvesTrust held 26,484 shares of Coca-Cola worth $2.28M as of Q3 2026.
  • InvesTrust sold 3,990 Coca-Cola shares in Q3 2026, an estimated $346K.
  • Coca-Cola made up 0.92% of InvesTrust's portfolio in Q3 2026, its #34 holding.
  • InvesTrust first reported a position in Coca-Cola in Q4 2024 and has held it in 8 quarters since.
  • InvesTrust's Coca-Cola position peaked at $6.31M in Q1 2025.
  • 1,803 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.