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Baker Tilly Wealth Management’s Coca-Cola KO Stock Holding History

Baker Tilly Wealth Management’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 		$2.11M Buy
25,955
+1,150
+5% +$90.8K 0.45% 46
2026
Q1 		$1.89M Buy
24,805
+6,731
+37% +$509K 0.46% 45
2025
Q4 		$1.26M Buy
18,074
+906
+5% +$63.2K 0.31% 58
2025
Q3 		$1.14M Sell
17,168
-1,063
-6% -$73.2K 0.26% 67
2025
Q2 		$1.29M Sell
18,231
-1,072
-6% -$76.4K 0.46% 38
2025
Q1 		$1.38M Buy
19,303
+2,758
+17% +$184K 0.54% 34
2024
Q4 		$1.03M Sell
16,545
-406
-2% -$26.5K 0.4% 50
2024
Q3 		$1.22M Buy
16,951
+709
+4% +$48.6K 0.54% 36
2024
Q2 		$1.03M Sell
16,242
-25,308
-61% -$1.57M 0.42% 47
2024
Q1 		$2.54M Buy
41,550
+1,064
+3% +$63.9K 0.46% 48
2023
Q4 		$2.39M Sell
40,486
-3,972
-9% -$226K 0.39% 54
2023
Q3 		$2.49M Sell
44,458
-33,322
-43% -$2M 0.41% 51
2023
Q2 		$4.68M Buy
77,780
+3,371
+5% +$210K 0.49% 41
2023
Q1 		$4.62M Buy
74,409
+836
+1% +$50.6K 0.52% 41
2022
Q4 		$4.68M Buy
73,573
+1,801
+3% +$109K 0.58% 42
2022
Q3 		$4.02M Buy
71,772
+4,929
+7% +$306K 0.55% 38
2022
Q2 		$4.21M Sell
66,843
-2,510
-4% -$159K 0.55% 40
2022
Q1 		$4.3M Buy
69,353
+5,010
+8% +$305K 0.48% 50
2021
Q4 		$3.81M Buy
64,343
+6,983
+12% +$389K 0.41% 47
2021
Q3 		$3.01M Buy
57,360
+9,962
+21% +$555K 0.4% 49
2021
Q2 		$2.56M Buy
47,398
+5,561
+13% +$303K 0.41% 50
2021
Q1 		$2.21M Buy
41,837
+18,451
+79% +$929K 0.45% 49
2020
Q4 		$1.28M Buy
+23,386
New +$1.21M 0.4% 58

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Baker Tilly Wealth Management's KO Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Coca-Cola (KO) stake by 4.6% in Q2 2026, buying an estimated $90.8K and bringing the position to 25,955 shares worth $2.11M. The position accounts for 0.45% of the portfolio, ranked #46.

Baker Tilly Wealth Management first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.68M in Q2 2023. 1,683 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Baker Tilly Wealth Management held 25,955 shares of Coca-Cola worth $2.11M as of Q2 2026.
  • Baker Tilly Wealth Management bought 1,150 Coca-Cola shares in Q2 2026, an estimated $90.8K.
  • Coca-Cola made up 0.45% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Baker Tilly Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Coca-Cola position peaked at $4.68M in Q2 2023.
  • 1,683 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.