Sanibel Captiva Trust Company’s Coca-Cola KO Stock Holding History

Sanibel Captiva 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	$10.5M	Buy	129,040 +13,139	+11%	+$1.04M	0.26%	91
2026 Q1	$8.81M	Buy	115,901 +10,630	+10%	+$804K	0.25%	99
2025 Q4	$7.36M	Buy	105,271 +8,786	+9%	+$612K	0.2%	105
2025 Q3	$6.4M	Buy	96,485 +9,763	+11%	+$672K	0.18%	111
2025 Q2	$6.14M	Buy	86,722 +13,009	+18%	+$927K	0.19%	108
2025 Q1	$5.28M	Buy	73,713 +4,225	+6%	+$282K	0.17%	106
2024 Q4	$4.33M	Buy	69,488 +2,683	+4%	+$175K	0.14%	117
2024 Q3	$4.8M	Sell	66,805 -800	-1%	-$54.8K	0.15%	110
2024 Q2	$4.3M	Sell	67,605 -482	-0.7%	-$29.8K	0.15%	112
2024 Q1	$4.17M	Buy	68,087 +1,707	+3%	+$103K	0.14%	115
2023 Q4	$3.91M	Buy	+66,380	New	+$3.77M	0.14%	113

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sanibel Captiva Trust Company's KO Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Coca-Cola (KO) stake by 11% in Q2 2026, buying an estimated $1.04M and bringing the position to 129,040 shares worth $10.5M. The position accounts for 0.26% of the portfolio, ranked #91.

Sanibel Captiva Trust Company first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,548 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Sanibel Captiva Trust Company held 129,040 shares of Coca-Cola worth $10.5M as of Q2 2026.
Sanibel Captiva Trust Company bought 13,139 Coca-Cola shares in Q2 2026, an estimated $1.04M.
Coca-Cola made up 0.26% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #91 holding.
Sanibel Captiva Trust Company first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
1,548 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.