Trust Investment Advisors’s Coca-Cola KO Stock Holding History

Trust Investment Advisors’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	$383K	Sell	4,715 -1,971	-29%	-$156K	0.18%	82
2026 Q1	$508K	Buy	6,686 +1,477	+28%	+$112K	0.3%	72
2025 Q4	$364K	Sell	5,209 -667	-11%	-$46.5K	0.19%	76
2025 Q3	$390K	Buy	5,876 +28	+0.5%	+$1.93K	0.22%	76
2025 Q2	$414K	Buy	5,848 +13	+0.2%	+$926	0.25%	75
2025 Q1	$418K	Buy	5,835 +898	+18%	+$60K	0.27%	72
2024 Q4	$307K	Buy	4,937 +25	+0.5%	+$1.63K	0.2%	79
2024 Q3	$353K	Buy	4,912 +13	+0.3%	+$890	0.22%	80
2024 Q2	$312K	Buy	+4,899	New	+$303K	0.2%	83
2015 Q1	–	Sell	-28,920	Closed	-$1.22M	–	101
2014 Q4	$1.22M	Sell	28,920 -1,630	-5%	-$69.6K	1.25%	37
2014 Q3	$1.3M	Sell	30,550 -1,500	-5%	-$62K	1.26%	35
2014 Q2	$1.36M	Buy	32,050 +200	+0.6%	+$8.12K	1.31%	31
2014 Q1	$1.23M	Sell	31,850 -1,100	-3%	-$42.5K	1.24%	33
2013 Q4	$1.36M	Buy	+32,950	New	+$1.3M	1.4%	24

Other funds holding KO

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 Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Trust Investment Advisors's KO Position: Q2 2026 in Review

Trust Investment Advisors reduced its Coca-Cola (KO) stake by 29% in Q2 2026, selling an estimated $156K and leaving 4,715 shares worth $383K. The position accounts for 0.18% of the portfolio, ranked #82.

Trust Investment Advisors first reported a position in KO in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.36M in Q4 2013. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Trust Investment Advisors held 4,715 shares of Coca-Cola worth $383K as of Q2 2026.
Trust Investment Advisors sold 1,971 Coca-Cola shares in Q2 2026, an estimated $156K.
Coca-Cola made up 0.18% of Trust Investment Advisors's portfolio in Q2 2026, its #82 holding.
Trust Investment Advisors first reported a position in Coca-Cola in Q4 2013 and has held it in 14 quarters since.
Trust Investment Advisors's Coca-Cola position peaked at $1.36M in Q4 2013.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.