Trust Company of the South’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$955K Sell
11,753
-2,354
-17% -$186K 0.13% 59
2026
Q1
$1.07M Buy
14,107
+1,604
+13% +$121K 0.17% 53
2025
Q4
$874K Buy
12,503
+5,074
+68% +$354K 0.14% 54
2025
Q3
$493K Buy
7,429
+1,650
+29% +$114K 0.08% 75
2025
Q2
$409K Buy
5,779
+252
+5% +$18K 0.07% 84
2025
Q1
$396K Buy
5,527
+71
+1% +$4.74K 0.08% 82
2024
Q4
$340K Sell
5,456
-829
-13% -$54.1K 0.07% 93
2024
Q3
$452K Buy
6,285
+2,378
+61% +$163K 0.1% 77
2024
Q2
$249K Hold
3,907
0.06% 102
2024
Q1
$239K Sell
3,907
-567
-13% -$34.1K 0.06% 105
2023
Q4
$264K Buy
+4,474
New +$254K 0.07% 94

Other funds holding KO

Trust Company of the South's KO Position: Q2 2026 in Review

Trust Company of the South reduced its Coca-Cola (KO) stake by 17% in Q2 2026, selling an estimated $186K and leaving 11,753 shares worth $955K. The position accounts for 0.13% of the portfolio, ranked #59.

Trust Company of the South first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q1 2026. 2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Trust Company of the South held 11,753 shares of Coca-Cola worth $955K as of Q2 2026.
  • Trust Company of the South sold 2,354 Coca-Cola shares in Q2 2026, an estimated $186K.
  • Coca-Cola made up 0.13% of Trust Company of the South's portfolio in Q2 2026, its #59 holding.
  • Trust Company of the South first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • Trust Company of the South's Coca-Cola position peaked at $1.07M in Q1 2026.
  • 2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.