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 Q2	$25.6M	Sell	314,768 -7,325	-2%	-$579K	0.29%	80
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Midwest Trust's KO Position: Q2 2026 in Review

Midwest Trust reduced its Coca-Cola (KO) stake by 2.3% in Q2 2026, selling an estimated $579K and leaving 314,768 shares worth $25.6M. The position accounts for 0.29% of the portfolio, ranked #80.

Midwest Trust first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Midwest Trust held 314,768 shares of Coca-Cola worth $25.6M as of Q2 2026.
Midwest Trust sold 7,325 Coca-Cola shares in Q2 2026, an estimated $579K.
Coca-Cola made up 0.29% of Midwest Trust's portfolio in Q2 2026, its #80 holding.
Midwest Trust first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.