National Philanthropic Trust’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.74M Buy
21,385
+445
+2% +$35.1K 0.03% 189
2026
Q1
$1.59M Hold
20,940
0.02% 176
2025
Q4
$1.46M Buy
20,940
+17,800
+567% +$1.24M 0.01% 187
2025
Q3
$208K Buy
+3,140
New +$216K ﹤0.01% 306
2024
Q1
Sell
-7,482
Closed -$441K 296
2023
Q4
$441K Buy
+7,482
New +$425K 0.01% 217

Other funds holding KO

National Philanthropic Trust's KO Position: Q2 2026 in Review

National Philanthropic Trust increased its Coca-Cola (KO) stake by 2.1% in Q2 2026, buying an estimated $35.1K and bringing the position to 21,385 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #189.

National Philanthropic Trust first reported a position in KO in Q4 2023 and has held it in 5 quarters since. 3,490 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • National Philanthropic Trust held 21,385 shares of Coca-Cola worth $1.74M as of Q2 2026.
  • National Philanthropic Trust bought 445 Coca-Cola shares in Q2 2026, an estimated $35.1K.
  • Coca-Cola made up 0.03% of National Philanthropic Trust's portfolio in Q2 2026, its #189 holding.
  • National Philanthropic Trust first reported a position in Coca-Cola in Q4 2023 and has held it in 5 quarters since.
  • 3,490 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.