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Parkside Financial Bank & Trust’s Coca-Cola KO Stock Holding History

Parkside Financial Bank & Trust’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 		$2.69M Buy
35,368
+598
+2% +$45.2K 0.21% 83
2025
Q4 		$2.43M Sell
34,770
-598
-2% -$41.7K 0.18% 88
2025
Q3 		$2.35M Buy
35,368
+173
+0.5% +$11.9K 0.18% 86
2025
Q2 		$2.49M Buy
35,195
+7,134
+25% +$508K 0.27% 71
2025
Q1 		$2.01M Buy
28,061
+2,599
+10% +$174K 0.26% 78
2024
Q4 		$1.59M Buy
25,462
+39
+0.2% +$2.55K 0.21% 84
2024
Q3 		$1.83M Buy
25,423
+1,291
+5% +$88.4K 0.25% 74
2024
Q2 		$1.54M Buy
24,132
+899
+4% +$55.6K 0.24% 73
2024
Q1 		$1.42M Buy
23,233
+983
+4% +$59K 0.23% 77
2023
Q4 		$1.31M Buy
22,250
+6,915
+45% +$393K 0.24% 74
2023
Q3 		$858K Sell
15,335
-707
-4% -$42.4K 0.2% 86
2023
Q2 		$966K Buy
16,042
+4,539
+39% +$282K 0.23% 78
2023
Q1 		$714K Buy
11,503
+570
+5% +$34.5K 0.19% 93
2022
Q4 		$695K Buy
10,933
+262
+2% +$15.8K 0.2% 90
2022
Q3 		$598K Buy
10,671
+291
+3% +$18.1K 0.19% 89
2022
Q2 		$653K Buy
10,380
+3,656
+54% +$232K 0.2% 87
2022
Q1 		$418K Buy
6,724
+438
+7% +$26.6K 0.11% 136
2021
Q4 		$372K Sell
6,286
-5,818
-48% -$324K 0.09% 156
2021
Q3 		$635K Sell
12,104
-6,228
-34% -$347K 0.19% 78
2021
Q2 		$992K Sell
18,332
-236
-1% -$12.8K 0.29% 51
2021
Q1 		$979K Sell
18,568
-490
-3% -$24.7K 0.3% 48
2020
Q4 		$1.04M Buy
19,058
+1,410
+8% +$72.9K 0.33% 47
2020
Q3 		$871K Sell
17,648
-1,762
-9% -$84.7K 0.3% 50
2020
Q2 		$867K Sell
19,410
-35
-0.2% -$1.61K 0.28% 57
2020
Q1 		$860K Buy
19,445
+609
+3% +$32.9K 0.33% 47
2019
Q4 		$1.04M Buy
18,836
+947
+5% +$50.9K 0.3% 51
2019
Q3 		$974K Buy
17,889
+842
+5% +$45.1K 0.32% 50
2019
Q2 		$868K Buy
17,047
+216
+1% +$10.6K 0.28% 55
2019
Q1 		$789K Buy
16,831
+128
+0.8% +$5.99K 0.27% 57
2018
Q4 		$790K Buy
16,703
+87
+0.5% +$4.16K 0.28% 54
2018
Q3 		$768K Sell
16,616
-792
-5% -$36.2K 0.27% 64
2018
Q2 		$763K Buy
17,408
+669
+4% +$28.9K 0.28% 60
2018
Q1 		$727K Sell
16,739
-617
-4% -$27.7K 0.28% 63
2017
Q4 		$796K Buy
17,356
+72
+0.4% +$3.31K 0.29% 61
2017
Q3 		$778K Sell
17,284
-323
-2% -$14.7K 0.3% 57
2017
Q2 		$790K Buy
17,607
+115
+0.7% +$5.08K 0.33% 56
2017
Q1 		$743K Sell
17,492
-3,750
-18% -$156K 0.32% 57
2016
Q4 		$881K Sell
21,242
-536
-2% -$22.3K 0.39% 55
2016
Q3 		$922K Buy
21,778
+131
+0.6% +$5.74K 0.42% 51
2016
Q2 		$981K Sell
21,647
-2,230
-9% -$101K 0.48% 43
2016
Q1 		$1.11M Buy
23,877
+2,042
+9% +$88.9K 0.56% 34
2015
Q4 		$938K Buy
21,835
+3,087
+16% +$131K 0.47% 39
2015
Q3 		$752K Sell
18,748
-25,801
-58% -$1.03M 0.43% 44
2015
Q2 		$1.75M Buy
44,549
+667
+2% +$27.1K 0.93% 23
2015
Q1 		$1.78M Buy
43,882
+4,111
+10% +$172K 0.95% 23
2014
Q4 		$1.68M Sell
39,771
-93
-0.2% -$3.97K 0.94% 22
2014
Q3 		$1.7M Sell
39,864
-3,280
-8% -$136K 1.03% 23
2014
Q2 		$1.83M Buy
43,144
+4,183
+11% +$170K 1.09% 22
2014
Q1 		$1.51M Buy
38,961
+2,387
+7% +$92.2K 0.94% 29
2013
Q4 		$1.51M Buy
36,574
+17,777
+95% +$701K 1.02% 22
2013
Q3 		$712K Sell
18,797
-1,929
-9% -$76.3K 0.56% 52
2013
Q2 		$831K Buy
+20,726
New +$858K 0.66% 47

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parkside Financial Bank & Trust's KO Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its Coca-Cola (KO) stake by 1.7% in Q1 2026, buying an estimated $45.2K and bringing the position to 35,368 shares worth $2.69M. The position accounts for 0.21% of the portfolio, ranked #83.

Parkside Financial Bank & Trust first reported a position in KO in Q2 2013 and has held it in 52 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Parkside Financial Bank & Trust held 35,368 shares of Coca-Cola worth $2.69M as of Q1 2026.
  • Parkside Financial Bank & Trust bought 598 Coca-Cola shares in Q1 2026, an estimated $45.2K.
  • Coca-Cola made up 0.21% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #83 holding.
  • Parkside Financial Bank & Trust first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.