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Tompkins Financial’s Coca-Cola KO Stock Holding History

Tompkins Financial’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 		$1.92M Sell
23,640
-743
-3% -$58.7K 0.13% 86
2026
Q1 		$1.85M Buy
24,383
+743
+3% +$56.2K 0.15% 77
2025
Q4 		$1.65M Sell
23,640
-507
-2% -$35.3K 0.13% 84
2025
Q3 		$1.6M Sell
24,147
-1,442
-6% -$99.3K 0.13% 83
2025
Q2 		$1.81M Sell
25,589
-3,725
-13% -$265K 0.17% 77
2025
Q1 		$2.1M Hold
29,314
– – 0.2% 70
2024
Q4 		$1.83M Buy
29,314
+454
+2% +$29.6K 0.17% 71
2024
Q3 		$2.07M Sell
28,860
-12,434
-30% -$851K 0.2% 66
2024
Q2 		$2.63M Sell
41,294
-29
-0.1% -$1.79K 0.28% 61
2024
Q1 		$2.53M Buy
41,323
+29
+0.1% +$1.74K 0.29% 62
2023
Q4 		$2.43M Buy
41,294
+2,354
+6% +$134K 0.29% 63
2023
Q3 		$2.18M Sell
38,940
-8,451
-18% -$507K 0.34% 61
2023
Q2 		$2.85M Sell
47,391
-376
-0.8% -$23.4K 0.45% 55
2023
Q1 		$2.96M Hold
47,767
– – 0.48% 53
2022
Q4 		$3.04M Buy
47,767
+40
+0.1% +$2.42K 0.48% 54
2022
Q3 		$2.67M Sell
47,727
-824
-2% -$51.2K 0.45% 55
2022
Q2 		$3.05M Sell
48,551
-500
-1% -$31.7K 0.49% 52
2022
Q1 		$3.04M Buy
49,051
+43,381
+765% +$2.64M 0.43% 55
2021
Q4 		$336K Hold
5,670
– – 0.06% 112
2021
Q3 		$298K Buy
+5,670
New +$316K 0.05% 116
2021
Q1 		$531K Hold
10,076
– – 0.09% 94
2020
Q4 		$553K Sell
10,076
-500
-5% -$25.9K 0.1% 91
2020
Q3 		$522K Sell
10,576
-24
-0.2% -$1.15K 0.1% 100
2020
Q2 		$474K Sell
10,600
-300
-3% -$13.8K 0.1% 104
2020
Q1 		$482K Buy
10,900
+400
+4% +$21.6K 0.11% 100
2019
Q4 		$581K Buy
10,500
+3,700
+54% +$199K 0.11% 108
2019
Q3 		$370K Hold
6,800
– – 0.08% 122
2019
Q2 		$346K Sell
6,800
-1,864
-22% -$91.4K 0.07% 130
2019
Q1 		$406K Buy
8,664
+1,843
+27% +$86.2K 0.08% 122
2018
Q4 		$323K Buy
6,821
+21
+0.3% +$1K 0.07% 133
2018
Q3 		$314K Sell
6,800
-1,525
-18% -$69.7K 0.06% 146
2018
Q2 		$365K Buy
8,325
+1,331
+19% +$57.5K 0.08% 136
2018
Q1 		$304K Sell
6,994
-380
-5% -$17.1K 0.07% 146
2017
Q4 		$338K Sell
7,374
-118
-2% -$5.42K 0.08% 135
2017
Q3 		$337K Hold
7,492
– – 0.08% 130
2017
Q2 		$336K Hold
7,492
– – 0.08% 123
2017
Q1 		$318K Sell
7,492
-200
-3% -$8.34K 0.08% 123
2016
Q4 		$319K Hold
7,692
– – 0.08% 124
2016
Q3 		$325K Hold
7,692
– – 0.09% 118
2016
Q2 		$349K Sell
7,692
-232
-3% -$10.5K 0.1% 120
2016
Q1 		$368K Sell
7,924
-646
-8% -$28.1K 0.12% 117
2015
Q4 		$368K Sell
8,570
-6,925
-45% -$294K 0.12% 130
2015
Q3 		$621K Buy
15,495
+2,350
+18% +$94.1K 0.2% 91
2015
Q2 		$516K Buy
13,145
+300
+2% +$12.2K 0.14% 107
2015
Q1 		$521K Sell
12,845
-2,535
-16% -$106K 0.13% 111
2014
Q4 		$649K Buy
15,380
+5,415
+54% +$231K 0.16% 99
2014
Q3 		$425K Buy
9,965
+286
+3% +$11.8K 0.11% 121
2014
Q2 		$410K Buy
9,679
+164
+2% +$6.66K 0.1% 126
2014
Q1 		$368K Buy
9,515
+620
+7% +$24K 0.09% 130
2013
Q4 		$367K Hold
8,895
– – 0.1% 126
2013
Q3 		$337K Buy
8,895
+350
+4% +$13.8K 0.09% 128
2013
Q2 		$343K Buy
+8,545
New +$354K 0.1% 122

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Tompkins Financial's KO Position: Q2 2026 in Review

Tompkins Financial reduced its Coca-Cola (KO) stake by 3% in Q2 2026, selling an estimated $58.7K and leaving 23,640 shares worth $1.92M. The position accounts for 0.13% of the portfolio, ranked #86.

Tompkins Financial first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.05M in Q2 2022. 1,675 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Tompkins Financial held 23,640 shares of Coca-Cola worth $1.92M as of Q2 2026.
  • Tompkins Financial sold 743 Coca-Cola shares in Q2 2026, an estimated $58.7K.
  • Coca-Cola made up 0.13% of Tompkins Financial's portfolio in Q2 2026, its #86 holding.
  • Tompkins Financial first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Tompkins Financial's Coca-Cola position peaked at $3.05M in Q2 2022.
  • 1,675 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.