Old Point Trust & Financial Services N A’s Coca-Cola KO Stock Holding History

Old Point Trust & Financial Services N A’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	$2.01M	Sell	26,377 -1,715	-6%	-$130K	0.64%	47
2025 Q4	$1.96M	Buy	28,092 +2,650	+10%	+$185K	0.61%	45
2025 Q3	$1.69M	Sell	25,442 -5,325	-17%	-$367K	0.55%	45
2025 Q2	$2.18M	Buy	30,767 +200	+0.7%	+$14.2K	0.76%	34
2025 Q1	$2.19M	Sell	30,567 -9,206	-23%	-$615K	0.77%	34
2024 Q4	$2.48M	Sell	39,773 -1,966	-5%	-$128K	0.87%	31
2024 Q3	$3M	Buy	41,739 +16,306	+64%	+$1.12M	1.08%	29
2024 Q2	$1.62M	Buy	25,433 +17	+0.1%	+$1.05K	0.63%	39
2024 Q1	$1.55M	Buy	25,416 +456	+2%	+$27.4K	0.57%	43
2023 Q4	$1.47M	Buy	24,960 +865	+4%	+$49.1K	0.59%	39
2023 Q3	$1.35M	Buy	24,095 +150	+0.6%	+$9K	0.61%	40
2023 Q2	$1.44M	Buy	23,945 +350	+1%	+$21.8K	0.6%	39
2023 Q1	$1.46M	Hold	23,595	–	–	0.64%	37
2022 Q4	$1.5M	Sell	23,595 -897	-4%	-$54.2K	0.69%	36
2022 Q3	$1.37M	Buy	24,492 +16	+0.1%	+$994	0.69%	37
2022 Q2	$1.54M	Buy	24,476 +1,135	+5%	+$71.9K	0.71%	35
2022 Q1	$1.45M	Sell	23,341 -1,000	-4%	-$60.8K	0.59%	40
2021 Q4	$1.44M	Buy	24,341 +7,498	+45%	+$418K	0.58%	42
2021 Q3	$884K	Sell	16,843 -800	-5%	-$44.6K	0.39%	51
2021 Q2	$955K	Sell	17,643 -3,810	-18%	-$207K	0.42%	51
2021 Q1	$1.13M	Sell	21,453 -50	-0.2%	-$2.52K	0.52%	46
2020 Q4	$1.18M	Sell	21,503 -1,700	-7%	-$87.9K	0.6%	41
2020 Q3	$1.15M	Sell	23,203 -2,400	-9%	-$115K	0.63%	42
2020 Q2	$1.14M	Sell	25,603 -1,585	-6%	-$73K	0.63%	42
2020 Q1	$1.2M	Sell	27,188 -1,400	-5%	-$75.6K	0.76%	38
2019 Q4	$1.58M	Sell	28,588 -2,250	-7%	-$121K	0.73%	41
2019 Q3	$1.68M	Sell	30,838 -1,800	-6%	-$96.4K	0.82%	39
2019 Q2	$1.66M	Sell	32,638 -869	-3%	-$42.6K	0.85%	38
2019 Q1	$1.57M	Sell	33,507 -2,366	-7%	-$111K	0.82%	36
2018 Q4	$1.7M	Sell	35,873 -5,449	-13%	-$261K	1%	33
2018 Q3	$1.91M	Sell	41,322 -5,345	-11%	-$244K	0.99%	34
2018 Q2	$2.05M	Sell	46,667 -11,519	-20%	-$498K	1.12%	34
2018 Q1	$2.53M	Buy	58,186 +50	+0.1%	+$2.25K	1.43%	29
2017 Q4	$2.67M	Buy	58,136 +1,200	+2%	+$55.2K	1.44%	28
2017 Q3	$2.56M	Sell	56,936 -1,800	-3%	-$81.9K	1.44%	27
2017 Q2	$2.63M	Sell	58,736 -1,300	-2%	-$57.4K	1.53%	27
2017 Q1	$2.55M	Sell	60,036 -738	-1%	-$30.8K	1.47%	27
2016 Q4	$2.52M	Sell	60,774 -2,131	-3%	-$88.7K	1.51%	25
2016 Q3	$2.66M	Buy	62,905 +134	+0.2%	+$5.87K	1.64%	25
2016 Q2	$2.85M	Buy	62,771 +800	+1%	+$36.2K	1.77%	22
2016 Q1	$2.88M	Sell	61,971 -198	-0.3%	-$8.62K	1.8%	22
2015 Q4	$2.67M	Sell	62,169 -2	-0%	-$85	1.74%	24
2015 Q3	$2.49M	Sell	62,171 -633	-1%	-$25.4K	1.77%	24
2015 Q2	$2.46M	Sell	62,804 -300	-0.5%	-$12.2K	1.6%	29
2015 Q1	$2.56M	Sell	63,104 -1,874	-3%	-$78.4K	1.65%	27
2014 Q4	$2.74M	Sell	64,978 -6,600	-9%	-$282K	1.65%	27
2014 Q3	$3.05M	Buy	71,578 +1	+0%	+$41	1.83%	27
2014 Q2	$3.03M	Sell	71,577 -575	-0.8%	-$23.3K	1.81%	24
2014 Q1	$2.79M	Buy	72,152 +1,600	+2%	+$61.8K	1.75%	26
2013 Q4	$2.91M	Buy	70,552 +2,600	+4%	+$103K	1.9%	23
2013 Q3	$2.57M	Buy	67,952 +2,400	+4%	+$94.9K	1.78%	25
2013 Q2	$2.63M	Buy	+65,552	New	+$2.71M	1.87%	23

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

Old Point Trust & Financial Services N A's KO Position: Q1 2026 in Review

Old Point Trust & Financial Services N A reduced its Coca-Cola (KO) stake by 6.1% in Q1 2026, selling an estimated $130K and leaving 26,377 shares worth $2.01M. The position accounts for 0.64% of the portfolio, ranked #47.

Old Point Trust & Financial Services N A first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.05M in Q3 2014. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Old Point Trust & Financial Services N A held 26,377 shares of Coca-Cola worth $2.01M as of Q1 2026.
Old Point Trust & Financial Services N A sold 1,715 Coca-Cola shares in Q1 2026, an estimated $130K.
Coca-Cola made up 0.64% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #47 holding.
Old Point Trust & Financial Services N A first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Old Point Trust & Financial Services N A's Coca-Cola position peaked at $3.05M in Q3 2014.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.