Union Savings Bank’s Coca-Cola KO Stock Holding History

Union Savings Bank’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	$618K	Hold	7,610	–	–	0.25%	69
2026 Q1	$579K	Buy	7,610 +32	+0.4%	+$2.42K	0.25%	71
2025 Q4	$530K	Buy	+7,578	New	+$528K	0.23%	77
2025 Q2	$482K	Sell	7,104 -80	-1%	-$5.7K	0.22%	76
2025 Q1	$514K	Sell	7,184 -4	-0.1%	-$267	0.25%	73
2024 Q4	$448K	Sell	7,188 -60	-0.8%	-$3.92K	0.22%	82
2024 Q3	$521K	Buy	7,248 +1,000	+16%	+$68.5K	0.26%	72
2024 Q2	$398K	Buy	6,248 +73	+1%	+$4.52K	0.21%	94
2024 Q1	$378K	Hold	6,175	–	–	0.2%	96
2023 Q4	$364K	Sell	6,175 -60	-1%	-$3.41K	0.21%	95
2023 Q3	$349K	Hold	6,235	–	–	0.22%	97
2023 Q2	$386K	Buy	+6,235	New	+$388K	0.23%	92

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

Union Savings Bank's KO Position: Q2 2026 in Review

Union Savings Bank held its Coca-Cola (KO) position steady in Q2 2026 at 7,610 shares worth $618K. The position accounts for 0.25% of the portfolio, ranked #69.

Union Savings Bank first reported a position in KO in Q2 2023 and has held it in 12 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Union Savings Bank held 7,610 shares of Coca-Cola worth $618K as of Q2 2026.
Union Savings Bank left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.25% of Union Savings Bank's portfolio in Q2 2026, its #69 holding.
Union Savings Bank first reported a position in Coca-Cola in Q2 2023 and has held it in 12 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.