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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New Covenant Trust Company's KO Position: Q2 2026 in Review

New Covenant Trust Company increased its Coca-Cola (KO) stake by 14% in Q2 2026, buying an estimated $52.6K and bringing the position to 5,466 shares worth $444K. The position accounts for 0.33% of the portfolio, ranked #55.

New Covenant Trust Company first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

New Covenant Trust Company held 5,466 shares of Coca-Cola worth $444K as of Q2 2026.
New Covenant Trust Company bought 666 Coca-Cola shares in Q2 2026, an estimated $52.6K.
Coca-Cola made up 0.33% of New Covenant Trust Company's portfolio in Q2 2026, its #55 holding.
New Covenant Trust Company first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.