JTC Employer Solutions Trustee’s Coca-Cola KO Stock Holding History

JTC Employer Solutions Trustee’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 Q1	$253K	Hold	3,332	–	–	0.02%	129
2025 Q4	$233K	Hold	3,332	–	–	0.02%	146
2025 Q3	$221K	Hold	3,332	–	–	0.02%	145
2025 Q2	$236K	Hold	3,332	–	–	0.02%	125
2025 Q1	$238K	Hold	3,332	–	–	0.02%	124
2024 Q4	$207K	Hold	3,332	–	–	0.01%	131
2024 Q3	$239K	Hold	3,332	–	–	0.02%	121
2024 Q2	$212K	Hold	3,332	–	–	0.01%	127
2024 Q1	$203K	Hold	3,332	–	–	0.01%	135
2023 Q4	$196K	Hold	3,332	–	–	0.02%	132
2023 Q3	$187K	Hold	3,332	–	–	0.02%	134
2023 Q2	$200K	Hold	3,332	–	–	0.02%	133
2023 Q1	$207K	Hold	3,332	–	–	0.02%	129
2022 Q4	$212K	Hold	3,332	–	–	0.02%	124
2022 Q3	$187K	Buy	3,332 +1,332	+67%	+$82.8K	0.03%	116
2022 Q2	$126K	Sell	2,000 -1,979	-50%	-$125K	0.02%	133
2022 Q1	$247K	Hold	3,979	–	–	0.03%	95
2021 Q4	$235K	Hold	3,979	–	–	0.03%	98
2021 Q3	$209K	Hold	3,979	–	–	0.03%	102
2021 Q2	$215K	Buy	+3,979	New	+$216K	0.03%	89

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JTC Employer Solutions Trustee's KO Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its Coca-Cola (KO) position steady in Q1 2026 at 3,332 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #129.

JTC Employer Solutions Trustee first reported a position in KO in Q2 2021 and has held it in 20 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

JTC Employer Solutions Trustee held 3,332 shares of Coca-Cola worth $253K as of Q1 2026.
JTC Employer Solutions Trustee left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.02% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #129 holding.
JTC Employer Solutions Trustee first reported a position in Coca-Cola in Q2 2021 and has held it in 20 quarters since.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.