Back to KO
Montecito Bank & Trust KO Position History
The Coca-Cola Company • Manufacturing
Quarters held
10
Latest value
$273K
Q3 2026
Peak value
$8.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $175K |
| Q3 2025 | $7M |
| Q4 2025 | $222K |
| Q4 2025 | $7.3M |
| Q1 2026 | $241K |
| Q1 2026 | $7.8M |
| Q2 2026 | $8.3M |
| Q2 2026 | $258K |
| Q3 2026 | $8.8M |
| Q3 2026 | $273K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $273K | 3.2K | — | — |
| Q3 2026 | $8.8M | 101.7K | — | — |
| Q2 2026 | $258K | 3.2K | — | — |
| Q2 2026 | $8.3M | 102.2K | — | — |
| Q1 2026 | $7.8M | 102.2K | — | — |
| Q1 2026 | $241K | 3.2K | — | — |
| Q4 2025 | $7.3M | 104.2K | — | — |
| Q4 2025 | $222K | 3.2K | — | — |
| Q3 2025 | $7M | 105.5K | — | — |
| Q3 2025 | $175K | 2.6K | — | — |
Other funds holding KO
$24.6B
$24.5B
$23.5B
$21.5B
$20.3B
$20.2B