Baldwin Investment Management’s Coca-Cola KO Stock Holding History

Baldwin Investment 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	$2.35M	Buy	28,955 +16,235	+128%	+$1.28M	0.23%	67
2026 Q1	$967K	Hold	12,720	–	–	0.11%	106
2025 Q4	$889K	Sell	12,720 -50	-0.4%	-$3.49K	0.1%	119
2025 Q3	$847K	Hold	12,770	–	–	0.1%	122
2025 Q2	$903K	Hold	12,770	–	–	0.11%	120
2025 Q1	$915K	Buy	12,770 +3,950	+45%	+$264K	0.11%	110
2024 Q4	$549K	Sell	8,820 -515	-6%	-$33.6K	0.07%	146
2024 Q3	$671K	Sell	9,335 -250	-3%	-$17.1K	0.08%	135
2024 Q2	$610K	Buy	9,585 +65	+0.7%	+$4.02K	0.08%	133
2024 Q1	$582K	Sell	9,520 -265	-3%	-$15.9K	0.08%	143
2023 Q4	$577K	Sell	9,785 -2,700	-22%	-$153K	0.09%	130
2023 Q3	$699K	Hold	12,485	–	–	0.12%	112
2023 Q2	$752K	Sell	12,485 -700	-5%	-$43.5K	0.12%	112
2023 Q1	$818K	Buy	13,185 +85	+0.6%	+$5.15K	0.15%	102
2022 Q4	$833K	Sell	13,100 -200	-2%	-$12.1K	0.15%	98
2022 Q3	$745	Sell	13,300 -36	-0.3%	-$2.24K	0.15%	101
2022 Q2	$839	Sell	13,336 -1,664	-11%	-$105K	0.16%	107
2022 Q1	$930	Sell	15,000 -400	-3%	-$24.3K	0.14%	110
2021 Q4	$912	Hold	15,400	–	–	0.14%	113
2021 Q3	$808K	Buy	15,400 +1,500	+11%	+$83.6K	0.14%	114
2021 Q2	$752K	Sell	13,900 -1,000	-7%	-$54.4K	0.13%	117
2021 Q1	$785K	Sell	14,900 -300	-2%	-$15.1K	0.14%	117
2020 Q4	$834K	Hold	15,200	–	–	0.16%	102
2020 Q3	$750K	Buy	15,200 +8,850	+139%	+$426K	0.18%	96
2020 Q2	$284K	Sell	6,350 -50	-0.8%	-$2.3K	0.09%	127
2020 Q1	$283K	Buy	6,400 +500	+8%	+$27K	0.1%	118
2019 Q4	$327K	Hold	5,900	–	–	0.09%	132
2019 Q3	$321K	Hold	5,900	–	–	0.09%	132
2019 Q2	$300K	Hold	5,900	–	–	0.09%	137
2019 Q1	$276K	Buy	5,900 +150	+3%	+$7.02K	0.08%	139
2018 Q4	$272K	Buy	5,750 +50	+0.9%	+$2.39K	0.09%	131
2018 Q3	$263K	Sell	5,700 -500	-8%	-$22.8K	0.08%	146
2018 Q2	$272K	Buy	+6,200	New	+$268K	0.09%	147

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

Baldwin Investment Management's KO Position: Q2 2026 in Review

Baldwin Investment Management increased its Coca-Cola (KO) stake by 128% in Q2 2026, buying an estimated $1.28M and bringing the position to 28,955 shares worth $2.35M. The position accounts for 0.23% of the portfolio, ranked #67.

Baldwin Investment Management first reported a position in KO in Q2 2018 and has held it in 33 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Baldwin Investment Management held 28,955 shares of Coca-Cola worth $2.35M as of Q2 2026.
Baldwin Investment Management bought 16,235 Coca-Cola shares in Q2 2026, an estimated $1.28M.
Coca-Cola made up 0.23% of Baldwin Investment Management's portfolio in Q2 2026, its #67 holding.
Baldwin Investment Management first reported a position in Coca-Cola in Q2 2018 and has held it in 33 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.