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Baldwin Wealth Partners’s Coca-Cola KO Stock Holding History

Baldwin Wealth Partners’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 		$2.6M Sell
31,954
-870
-3% -$68.7K 0.17% 76
2026
Q1 		$2.5M Sell
32,824
-3,719
-10% -$281K 0.18% 75
2025
Q4 		$2.55M Sell
36,543
-269
-0.7% -$18.8K 0.16% 77
2025
Q3 		$2.44M Sell
36,812
-331
-0.9% -$22.8K 0.16% 78
2025
Q2 		$2.63M Sell
37,143
-1,600
-4% -$114K 0.18% 73
2025
Q1 		$2.77M Sell
38,743
-7,608
-16% -$508K 0.19% 75
2024
Q4 		$2.89M Sell
46,351
-1,929
-4% -$126K 0.2% 75
2024
Q3 		$3.47M Buy
48,280
+417
+0.9% +$28.6K 0.24% 70
2024
Q2 		$3.05M Sell
47,863
-265
-0.6% -$16.4K 0.24% 69
2024
Q1 		$2.94M Sell
48,128
-650
-1% -$39K 0.22% 75
2023
Q4 		$2.87M Sell
48,778
-825
-2% -$46.9K 0.23% 74
2023
Q3 		$2.78M Sell
49,603
-2,635
-5% -$158K 0.24% 77
2023
Q2 		$3.15M Sell
52,238
-50
-0.1% -$3.11K 0.26% 77
2023
Q1 		$3.24M Sell
52,288
-323
-0.6% -$19.6K 0.28% 73
2022
Q4 		$3.35M Buy
52,611
+50,291
+2,168% +$3.04M 0.3% 77
2022
Q3 		$130K Hold
2,320
– – 0.02% 210
2022
Q2 		$146K Hold
2,320
– – 0.02% 220
2022
Q1 		$144K Hold
2,320
– – 0.02% 240
2021
Q4 		$137K Hold
2,320
– – 0.01% 232
2021
Q3 		$122K Hold
2,320
– – 0.01% 241
2021
Q2 		$126K Sell
2,320
-365
-14% -$19.9K 0.01% 245
2021
Q1 		$142K Sell
2,685
-200
-7% -$10.1K 0.02% 224
2020
Q4 		$158K Hold
2,885
– – 0.02% 198
2020
Q3 		$142K Sell
2,885
-83
-3% -$3.99K 0.02% 192
2020
Q2 		$133K Sell
2,968
-50
-2% -$2.3K 0.02% 187
2020
Q1 		$134K Hold
3,018
– – 0.02% 176
2019
Q4 		$167K Hold
3,018
– – 0.02% 192
2019
Q3 		$164K Hold
3,018
– – 0.02% 187
2019
Q2 		$154K Hold
3,018
– – 0.02% 216
2019
Q1 		$141K Hold
3,018
– – 0.02% 215
2018
Q4 		$143K Hold
3,018
– – 0.02% 210
2018
Q3 		$139K Sell
3,018
-200
-6% -$9.14K 0.02% 226
2018
Q2 		$141K Sell
3,218
-600
-16% -$25.9K 0.02% 224
2018
Q1 		$166K Sell
3,818
-150
-4% -$6.74K 0.03% 207
2017
Q4 		$182K Hold
3,968
– – 0.03% 203
2017
Q3 		$179K Hold
3,968
– – 0.03% 196
2017
Q2 		$178K Sell
3,968
-1,100
-22% -$48.6K 0.03% 196
2017
Q1 		$215K Sell
5,068
-1,643
-24% -$68.5K 0.04% 181
2016
Q4 		$278K Buy
6,711
+440
+7% +$18.3K 0.05% 158
2016
Q3 		$265K Buy
6,271
+993
+19% +$43.5K 0.05% 160
2016
Q2 		$239K Buy
5,278
+451
+9% +$20.4K 0.05% 157
2016
Q1 		$224K Sell
4,827
-26
-0.5% -$1.13K 0.04% 192
2015
Q4 		$208K Buy
+4,853
New +$206K 0.03% 211
2015
Q2 		– Sell
-5,028
Closed -$204K – 256
2015
Q1 		$204K Sell
5,028
-1,550
-24% -$64.8K 0.03% 224
2014
Q4 		$278K Buy
6,578
+298
+5% +$12.7K 0.04% 207
2014
Q3 		$268K Sell
6,280
-300
-5% -$12.4K 0.04% 220
2014
Q2 		$279K Hold
6,580
– – 0.04% 207
2014
Q1 		$254K Sell
6,580
-1,510
-19% -$58.3K 0.04% 208
2013
Q4 		$334K Buy
8,090
+1,242
+18% +$49K 0.05% 189
2013
Q3 		$259K Sell
6,848
-4,502
-40% -$178K 0.05% 201
2013
Q2 		$455K Buy
+11,350
New +$470K 0.09% 153

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

Baldwin Wealth Partners's KO Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Coca-Cola (KO) stake by 2.7% in Q2 2026, selling an estimated $68.7K and leaving 31,954 shares worth $2.6M. The position accounts for 0.17% of the portfolio, ranked #76.

Baldwin Wealth Partners first reported a position in KO in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.47M in Q3 2024. 1,692 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Baldwin Wealth Partners held 31,954 shares of Coca-Cola worth $2.6M as of Q2 2026.
  • Baldwin Wealth Partners sold 870 Coca-Cola shares in Q2 2026, an estimated $68.7K.
  • Coca-Cola made up 0.17% of Baldwin Wealth Partners's portfolio in Q2 2026, its #76 holding.
  • Baldwin Wealth Partners first reported a position in Coca-Cola in Q2 2013 and has held it in 51 quarters since.
  • Baldwin Wealth Partners's Coca-Cola position peaked at $3.47M in Q3 2024.
  • 1,692 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.