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Timothy G. Youngquist 2020 Irrevocable Trust’s Coca-Cola KO Stock Holding History

Timothy G. Youngquist 2020 Irrevocable 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
Q2 		– Sell
-1,369
Closed -$104K – 318
2026
Q1 		$104K Buy
+1,369
New +$103K 0.04% 157

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State Street
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's KO Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 1,369 shares — an estimated $104K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in KO in Q1 2026 and held it in 1 quarter. The position peaked at $104K in Q1 2026. 2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 1,369 Coca-Cola shares in Q2 2026, an estimated $104K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Coca-Cola in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Coca-Cola position peaked at $104K in Q1 2026.
  • 2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.