Missouri Trust & Investment Company’s Coca-Cola KO Stock Holding History

Missouri Trust & Investment Company’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	$993K	Hold	13,056	–	–	0.29%	69
2025 Q4	$913K	Sell	13,056 -220	-2%	-$15.3K	0.27%	69
2025 Q3	$880K	Buy	13,276 +500	+4%	+$34.4K	0.26%	71
2025 Q2	$904K	Buy	12,776 +506	+4%	+$36K	0.3%	67
2025 Q1	$879K	Sell	12,270 -3,820	-24%	-$255K	0.31%	64
2024 Q4	$1M	Buy	16,090 +50	+0.3%	+$3.26K	0.35%	56
2024 Q3	$1.15M	Sell	16,040 -1,000	-6%	-$68.5K	0.4%	58
2024 Q2	$1.08M	Sell	17,040 -2,301	-12%	-$142K	0.41%	58
2024 Q1	$1.18M	Sell	19,341 -208	-1%	-$12.5K	0.46%	51
2023 Q4	$1.15M	Hold	19,549	–	–	0.47%	46
2023 Q3	$1.09M	Buy	19,549 +11,353	+139%	+$681K	0.49%	37
2023 Q2	$494K	Buy	8,196 +920	+13%	+$57.2K	0.28%	81
2023 Q1	$451K	Sell	7,276 -100	-1%	-$6.05K	0.29%	78
2022 Q4	$469K	Sell	7,376 -800	-10%	-$48.3K	0.28%	74
2022 Q3	$458K	Hold	8,176	–	–	0.3%	72
2022 Q2	$514K	Sell	8,176 -130	-2%	-$8.24K	0.34%	71
2022 Q1	$515K	Sell	8,306 -332	-4%	-$20.2K	0.3%	73
2021 Q4	$511K	Buy	+8,638	New	+$481K	0.3%	70

Other funds holding KO

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Missouri Trust & Investment Company's KO Position: Q1 2026 in Review

Missouri Trust & Investment Company held its Coca-Cola (KO) position steady in Q1 2026 at 13,056 shares worth $993K. The position accounts for 0.29% of the portfolio, ranked #69.

Missouri Trust & Investment Company first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.18M in Q1 2024. 3,563 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Missouri Trust & Investment Company held 13,056 shares of Coca-Cola worth $993K as of Q1 2026.
Missouri Trust & Investment Company left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.29% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #69 holding.
Missouri Trust & Investment Company first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
Missouri Trust & Investment Company's Coca-Cola position peaked at $1.18M in Q1 2024.
3,563 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.