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Midwest Trust’s Coca-Cola KO Stock Holding History

Midwest 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
Q1 		$24.5M Buy
322,093
+11,281
+4% +$853K 0.31% 81
2025
Q4 		$21.7M Sell
310,812
-916
-0.3% -$63.9K 0.27% 87
2025
Q3 		$20.7M Buy
311,728
+8,914
+3% +$614K 0.27% 91
2025
Q2 		$21.4M Buy
+302,814
New +$21.6M 0.3% 86

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Midwest Trust's KO Position: Q1 2026 in Review

Midwest Trust increased its Coca-Cola (KO) stake by 3.6% in Q1 2026, buying an estimated $853K and bringing the position to 322,093 shares worth $24.5M. The position accounts for 0.31% of the portfolio, ranked #81.

Midwest Trust first reported a position in KO in Q2 2025 and has held it in 4 quarters since. 3,556 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Midwest Trust held 322,093 shares of Coca-Cola worth $24.5M as of Q1 2026.
  • Midwest Trust bought 11,281 Coca-Cola shares in Q1 2026, an estimated $853K.
  • Coca-Cola made up 0.31% of Midwest Trust's portfolio in Q1 2026, its #81 holding.
  • Midwest Trust first reported a position in Coca-Cola in Q2 2025 and has held it in 4 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.