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New Covenant Trust Company’s Coca-Cola KO Stock Holding History

New Covenant Trust 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
Q3 		$544K Buy
6,315
+849
+16% +$73.6K 0.38% 46
2026
Q2 		$444K Buy
5,466
+666
+14% +$52.6K 0.33% 55
2026
Q1 		$365K Buy
4,800
+852
+22% +$64.4K 0.33% 52
2025
Q4 		$273K Buy
3,948
+70
+2% +$4.88K 0.25% 68
2025
Q3 		$257K Sell
3,878
-31
-0.8% -$2.13K 0.24% 66
2025
Q2 		$275K Sell
3,909
-25
-0.6% -$1.78K 0.25% 62
2025
Q1 		$277K Sell
3,934
-233
-6% -$15.6K 0.29% 63
2024
Q4 		$258K Sell
4,167
-202
-5% -$13.2K 0.26% 70
2024
Q3 		$314K Buy
4,369
+144
+3% +$9.86K 0.3% 54
2024
Q2 		$276K Sell
4,225
-230
-5% -$14.2K 0.32% 55
2024
Q1 		$273K Buy
+4,455
New +$268K 0.27% 59

Other funds holding KO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

New Covenant Trust Company's KO Position: Q3 2026 in Review

New Covenant Trust Company increased its Coca-Cola (KO) stake by 16% in Q3 2026, buying an estimated $73.6K and bringing the position to 6,315 shares worth $544K. The position accounts for 0.38% of the portfolio, ranked #46.

New Covenant Trust Company first reported a position in KO in Q1 2024 and has held it in 11 quarters since. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • New Covenant Trust Company held 6,315 shares of Coca-Cola worth $544K as of Q3 2026.
  • New Covenant Trust Company bought 849 Coca-Cola shares in Q3 2026, an estimated $73.6K.
  • Coca-Cola made up 0.38% of New Covenant Trust Company's portfolio in Q3 2026, its #46 holding.
  • New Covenant Trust Company first reported a position in Coca-Cola in Q1 2024 and has held it in 11 quarters since.
  • 217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on New Covenant Trust Company's 13F filing for Q3 2026, filed 8 Oct 2026.