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WhitTier Trust Company’s Coca-Cola KO Stock Holding History

WhitTier Trust 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 		$7.31M Sell
86,997
-4,569
-5% -$361K 0.14% 126
2026
Q1 		$7.07M Sell
91,566
-2,342
-2% -$177K 0.15% 121
2025
Q4 		$6.37M Sell
93,908
-3,471
-4% -$242K 0.13% 137
2025
Q3 		$6.49M Buy
97,379
+776
+0.8% +$53.4K 0.14% 135
2025
Q2 		$6.83M Sell
96,603
-1,575
-2% -$112K 0.16% 129
2025
Q1 		$7.03M Sell
98,178
-668
-0.7% -$44.6K 0.18% 115
2024
Q4 		$6.15M Sell
98,846
-6,503
-6% -$424K 0.15% 126
2024
Q3 		$7.57M Sell
105,349
-1,293
-1% -$88.5K 0.2% 106
2024
Q2 		$6.79M Sell
106,642
-1,335
-1% -$82.6K 0.19% 107
2024
Q1 		$6.61M Buy
107,977
+2,283
+2% +$137K 0.19% 114
2023
Q4 		$6.23M Sell
105,694
-1,747
-2% -$99.2K 0.2% 111
2023
Q3 		$6.01M Sell
107,441
-1,690
-2% -$101K 0.21% 109
2023
Q2 		$6.57M Buy
109,131
+838
+0.8% +$52.1K 0.22% 105
2023
Q1 		$6.72M Sell
108,293
-1,058
-1% -$64.1K 0.25% 98
2022
Q4 		$6.96M Sell
109,351
-326
-0.3% -$19.7K 0.27% 86
2022
Q3 		$6.14M Sell
109,677
-744
-0.7% -$46.2K 0.26% 91
2022
Q2 		$6.95M Buy
110,421
+2,397
+2% +$152K 0.29% 83
2022
Q1 		$6.7M Buy
108,024
+671
+0.6% +$40.8K 0.24% 100
2021
Q4 		$6.36M Sell
107,353
-122
-0.1% -$6.79K 0.23% 102
2021
Q3 		$5.64M Sell
107,475
-77
-0.1% -$4.29K 0.23% 106
2021
Q2 		$5.82M Sell
107,552
-2,210
-2% -$120K 0.24% 100
2021
Q1 		$5.79M Buy
109,762
+5,126
+5% +$258K 0.26% 94
2020
Q4 		$5.74M Buy
104,636
+11,783
+13% +$609K 0.29% 86
2020
Q3 		$4.58M Buy
92,853
+1,090
+1% +$52.4K 0.26% 94
2020
Q2 		$4.1M Sell
91,763
-1,288
-1% -$59.3K 0.26% 95
2020
Q1 		$4.12M Buy
93,051
+4,382
+5% +$237K 0.32% 85
2019
Q4 		$4.91M Sell
88,669
-8,093
-8% -$435K 0.31% 86
2019
Q3 		$5.27M Buy
96,762
+813
+0.8% +$43.5K 0.37% 78
2019
Q2 		$4.88M Sell
95,949
-23,264
-20% -$1.14M 0.35% 81
2019
Q1 		$5.59M Sell
119,213
-9,395
-7% -$439K 0.41% 65
2018
Q4 		$6.09M Sell
128,608
-1,542
-1% -$73.8K 0.5% 56
2018
Q3 		$6.01M Sell
130,150
-20,033
-13% -$915K 0.44% 62
2018
Q2 		$6.59M Sell
150,183
-243
-0.2% -$10.5K 0.52% 54
2018
Q1 		$6.53M Buy
150,426
+5,926
+4% +$266K 0.53% 56
2017
Q4 		$6.63M Buy
144,500
+9,282
+7% +$427K 0.57% 53
2017
Q3 		$6.08M Sell
135,218
-1,050
-0.8% -$47.8K 0.57% 54
2017
Q2 		$6.11M Sell
136,268
-5,679
-4% -$251K 0.59% 50
2017
Q1 		$6.02M Sell
141,947
-973
-0.7% -$40.6K 0.6% 49
2016
Q4 		$5.92M Sell
142,920
-1,084
-0.8% -$45.1K 0.63% 45
2016
Q3 		$6.09M Sell
144,004
-2,188
-1% -$95.9K 0.69% 42
2016
Q2 		$6.63M Sell
146,192
-3,296
-2% -$149K 0.76% 40
2016
Q1 		$6.93M Sell
149,488
-1,290
-0.9% -$56.1K 0.81% 36
2015
Q4 		$6.48M Sell
150,778
-536
-0.4% -$22.7K 0.76% 37
2015
Q3 		$6.07M Sell
151,314
-263
-0.2% -$10.5K 0.74% 39
2015
Q2 		$5.95M Sell
151,577
-4,542
-3% -$185K 0.66% 49
2015
Q1 		$6.33M Sell
156,119
-144
-0.1% -$6.02K 0.7% 43
2014
Q4 		$6.6M Sell
156,263
-8,705
-5% -$372K 0.74% 35
2014
Q3 		$7.04M Buy
164,968
+489
+0.3% +$20.2K 0.81% 31
2014
Q2 		$6.97M Sell
164,479
-2,127
-1% -$86.3K 0.78% 29
2014
Q1 		$6.44M Sell
166,606
-1,455
-0.9% -$56.2K 0.75% 35
2013
Q4 		$6.94M Buy
168,061
+13,318
+9% +$525K 0.84% 29
2013
Q3 		$5.86M Buy
154,743
+1,237
+0.8% +$48.9K 0.79% 33
2013
Q2 		$6.16M Buy
+153,506
New +$6.36M 0.89% 27

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

WhitTier Trust Company's KO Position: Q2 2026 in Review

WhitTier Trust Company reduced its Coca-Cola (KO) stake by 5% in Q2 2026, selling an estimated $361K and leaving 86,997 shares worth $7.31M. The position accounts for 0.14% of the portfolio, ranked #126.

WhitTier Trust Company first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.57M in Q3 2024. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • WhitTier Trust Company held 86,997 shares of Coca-Cola worth $7.31M as of Q2 2026.
  • WhitTier Trust Company sold 4,569 Coca-Cola shares in Q2 2026, an estimated $361K.
  • Coca-Cola made up 0.14% of WhitTier Trust Company's portfolio in Q2 2026, its #126 holding.
  • WhitTier Trust Company first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • WhitTier Trust Company's Coca-Cola position peaked at $7.57M in Q3 2024.
  • 1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.