Tower Trust & Investment Company’s Coca-Cola KO Stock Holding History

Tower Trust & Investment 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	$1.08M	Sell	13,239 -355	-3%	-$28K	0.65%	32
2026 Q1	$1.03M	Sell	13,594 -96	-0.7%	-$7.26K	0.68%	35
2025 Q4	$957K	Sell	13,690 -84	-0.6%	-$5.86K	0.6%	40
2025 Q3	$913K	Sell	13,774 -111	-0.8%	-$7.64K	0.61%	41
2025 Q2	$982K	Buy	13,885 +308	+2%	+$21.9K	0.7%	34
2025 Q1	$985K	Buy	+13,577	New	+$907K	0.79%	30

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

Tower Trust & Investment Company's KO Position: Q2 2026 in Review

Tower Trust & Investment Company reduced its Coca-Cola (KO) stake by 2.6% in Q2 2026, selling an estimated $28K and leaving 13,239 shares worth $1.08M. The position accounts for 0.65% of the portfolio, ranked #32.

Tower Trust & Investment Company first reported a position in KO in Q1 2025 and has held it in 6 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Tower Trust & Investment Company held 13,239 shares of Coca-Cola worth $1.08M as of Q2 2026.
Tower Trust & Investment Company sold 355 Coca-Cola shares in Q2 2026, an estimated $28K.
Coca-Cola made up 0.65% of Tower Trust & Investment Company's portfolio in Q2 2026, its #32 holding.
Tower Trust & Investment Company first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.