Morton Community Bank’s Coca-Cola KO Stock Holding History

Morton Community Bank’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	$4.22M	Buy	55,448 +1,019	+2%	+$77K	0.92%	52
2025 Q4	$4.07M	Buy	54,429 +639	+1%	+$44.5K	0.88%	57
2025 Q3	$3.71M	Buy	53,790 +2,771	+5%	+$191K	0.86%	56
2025 Q2	$3.61M	Buy	51,019 +1,401	+3%	+$99.8K	0.9%	57
2025 Q1	$3.55M	Sell	49,618 -390	-0.8%	-$26K	0.93%	57
2024 Q4	$3.11M	Buy	50,008 +510	+1%	+$33.3K	0.82%	68
2024 Q3	$3.56M	Sell	49,498 -215	-0.4%	-$14.7K	0.93%	54
2024 Q2	$3.16M	Buy	49,713 +2,377	+5%	+$147K	0.89%	58
2024 Q1	$2.9M	Buy	47,336 +3,164	+7%	+$190K	0.83%	75
2023 Q4	$2.6M	Buy	+44,172	New	+$2.51M	0.85%	70

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

Morton Community Bank's KO Position: Q1 2026 in Review

Morton Community Bank increased its Coca-Cola (KO) stake by 1.9% in Q1 2026, buying an estimated $77K and bringing the position to 55,448 shares worth $4.22M. The position accounts for 0.92% of the portfolio, ranked #52.

Morton Community Bank first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Morton Community Bank held 55,448 shares of Coca-Cola worth $4.22M as of Q1 2026.
Morton Community Bank bought 1,019 Coca-Cola shares in Q1 2026, an estimated $77K.
Coca-Cola made up 0.92% of Morton Community Bank's portfolio in Q1 2026, its #52 holding.
Morton Community Bank first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.