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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
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 $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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

InvesTrust's KO Position: Q2 2026 in Review

InvesTrust reduced its Coca-Cola (KO) stake by 1.8% in Q2 2026, selling an estimated $43.8K and leaving 30,474 shares worth $2.48M. The position accounts for 0.95% of the portfolio, ranked #38.

InvesTrust first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.31M in Q1 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • InvesTrust held 30,474 shares of Coca-Cola worth $2.48M as of Q2 2026.
  • InvesTrust sold 555 Coca-Cola shares in Q2 2026, an estimated $43.8K.
  • Coca-Cola made up 0.95% of InvesTrust's portfolio in Q2 2026, its #38 holding.
  • InvesTrust first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's Coca-Cola position peaked at $6.31M in Q1 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.