Bank of Montreal’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $456M | Sell |
5,995,076
-408,690
| -6% | -$30.9M | 0.17% | 105 |
|
|
2025
Q4 | $448M | Buy |
6,403,766
+278,092
| +5% | +$19.4M | 0.16% | 107 |
|
|
2025
Q3 | $406M | Buy |
6,125,674
+823,781
| +16% | +$56.7M | 0.16% | 105 |
|
|
2025
Q2 | $375M | Sell |
5,301,893
-1,111,864
| -17% | -$79.2M | 0.18% | 97 |
|
|
2025
Q1 | $459M | Sell |
6,413,757
-693,556
| -10% | -$46.3M | 0.22% | 80 |
|
|
2024
Q4 | $443M | Sell |
7,107,313
-947,796
| -12% | -$61.9M | 0.21% | 92 |
|
|
2024
Q3 | $578M | Buy |
8,055,109
+289,825
| +4% | +$19.8M | 0.25% | 78 |
|
|
2024
Q2 | $496M | Buy |
7,765,284
+622,531
| +9% | +$38.5M | 0.14% | 86 |
|
|
2024
Q1 | $437M | Sell |
7,142,753
-948,815
| -12% | -$57M | 0.13% | 98 |
|
|
2023
Q4 | $501M | Sell |
8,091,568
-177,840
| -2% | -$10.1M | 0.15% | 89 |
|
|
2023
Q3 | $546M | Buy |
8,269,408
+1,992,338
| +32% | +$119M | 0.19% | 72 |
|
|
2023
Q2 | $430M | Sell |
6,277,070
-2,711,772
| -30% | -$169M | 0.15% | 81 |
|
|
2023
Q1 | $598M | Buy |
8,988,842
+1,601,480
| +22% | +$97M | 0.24% | 59 |
|
|
2022
Q4 | $473M | Sell |
7,387,362
-51,620
| -0.7% | -$3.12M | 0.2% | 71 |
|
|
2022
Q3 | $436K | Buy |
7,438,982
+902,038
| +14% | +$56.1M | 0.19% | 75 |
|
|
2022
Q2 | $422K | Buy |
6,536,944
+55,372
| +0.9% | +$3.51M | 0.2% | 87 |
|
|
2022
Q1 | $403M | Sell |
6,481,572
-916,411
| -12% | -$55.7M | 0.2% | 94 |
|
|
2021
Q4 | $436M | Sell |
7,397,983
-3,135,620
| -30% | -$175M | 0.23% | 88 |
|
|
2021
Q3 | $595M | Sell |
10,533,603
-373,340
| -3% | -$20.8M | 0.27% | 73 |
|
|
2021
Q2 | $600M | Buy |
10,906,943
+3,933,597
| +56% | +$214M | 0.3% | 67 |
|
|
2021
Q1 | $370M | Sell |
6,973,346
-378,101
| -5% | -$19M | 0.24% | 84 |
|
|
2020
Q4 | $369M | Buy |
7,351,447
+1,979,200
| +37% | +$102M | 0.24% | 90 |
|
|
2020
Q3 | $263M | Buy |
5,372,247
+16,590
| +0.3% | +$798K | 0.22% | 95 |
|
|
2020
Q2 | $235M | Sell |
5,355,657
-714,361
| -12% | -$32.9M | 0.21% | 91 |
|
|
2020
Q1 | $267M | Sell |
6,070,018
-1,789,678
| -23% | -$96.7M | 0.31% | 71 |
|
|
2019
Q4 | $435M | Buy |
7,859,696
+1,041,455
| +15% | +$56M | 0.33% | 60 |
|
|
2019
Q3 | $371M | Buy |
6,818,241
+1,563,457
| +30% | +$83.7M | 0.32% | 63 |
|
|
2019
Q2 | $268M | Sell |
5,254,784
-391,220
| -7% | -$19.2M | 0.23% | 92 |
|
|
2019
Q1 | $265M | Buy |
5,646,004
+790,157
| +16% | +$37M | 0.23% | 87 |
|
|
2018
Q4 | $230M | Sell |
4,855,847
-1,078,351
| -18% | -$51.6M | 0.22% | 95 |
|
|
2018
Q3 | $274M | Buy |
5,934,198
+1,907,604
| +47% | +$87.2M | 0.21% | 97 |
|
|
2018
Q2 | $177M | Sell |
4,026,594
-307,022
| -7% | -$13.3M | 0.15% | 140 |
|
|
2018
Q1 | $188M | Sell |
4,333,616
-1,437,959
| -25% | -$64.6M | 0.17% | 124 |
|
|
2017
Q4 | $265M | Buy |
5,771,575
+1,856,790
| +47% | +$85.4M | 0.23% | 86 |
|
|
2017
Q3 | $176M | Buy |
3,914,785
+1,016,407
| +35% | +$46.2M | 0.16% | 129 |
|
|
2017
Q2 | $130M | Sell |
2,898,378
-220,782
| -7% | -$9.76M | 0.12% | 161 |
|
|
2017
Q1 | $132M | Buy |
3,119,160
+371,635
| +14% | +$15.5M | 0.13% | 156 |
|
|
2016
Q4 | $111M | Sell |
2,747,525
-126,605
| -4% | -$5.27M | 0.12% | 163 |
|
|
2016
Q3 | $122M | Buy |
2,874,130
+19,589
| +0.7% | +$858K | 0.13% | 148 |
|
|
2016
Q2 | $129M | Buy |
2,854,541
+80,237
| +3% | +$3.63M | 0.15% | 125 |
|
|
2016
Q1 | $129M | Buy |
2,774,304
+366,128
| +15% | +$15.9M | 0.14% | 114 |
|
|
2015
Q4 | $103M | Buy |
2,408,176
+260,204
| +12% | +$11M | 0.12% | 132 |
|
|
2015
Q3 | $86.2M | Buy |
2,147,972
+1,623
| +0.1% | +$65K | 0.12% | 154 |
|
|
2015
Q2 | $84.2M | Sell |
2,146,349
-1,216,063
| -36% | -$49.5M | 0.1% | 194 |
|
|
2015
Q1 | $136M | Sell |
3,362,412
-321,413
| -9% | -$13.4M | 0.16% | 131 |
|
|
2014
Q4 | $156M | Buy |
3,683,825
+1,477,310
| +67% | +$63.1M | 0.18% | 115 |
|
|
2014
Q3 | $94.1M | Buy |
2,206,515
+522,463
| +31% | +$21.6M | 0.11% | 171 |
|
|
2014
Q2 | $71.3M | Sell |
1,684,052
-1,666,118
| -50% | -$67.6M | 0.08% | 212 |
|
|
2014
Q1 | $130M | Sell |
3,350,170
-2,254,849
| -40% | -$87.1M | 0.17% | 117 |
|
|
2013
Q4 | $232M | Buy |
5,605,019
+3,124,053
| +126% | +$123M | 0.32% | 71 |
|
|
2013
Q3 | $94M | Buy |
2,480,966
+636,282
| +34% | +$25.2M | 0.15% | 128 |
|
|
2013
Q2 | $74M | Buy |
+1,844,684
| New | +$76.4M | 0.13% | 142 |
|
Other funds holding KO
VCM
VPM
Bank of Montreal's KO Position: Q1 2026 in Review
Bank of Montreal reduced its Coca-Cola (KO) stake by 6.4% in Q1 2026, selling an estimated $30.9M and leaving 5,995,076 shares worth $456M. The position accounts for 0.17% of the portfolio, ranked #105.
Bank of Montreal first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $600M in Q2 2021. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Bank of Montreal held 5,995,076 shares of Coca-Cola worth $456M as of Q1 2026.
- Bank of Montreal sold 408,690 Coca-Cola shares in Q1 2026, an estimated $30.9M.
- Coca-Cola made up 0.17% of Bank of Montreal's portfolio in Q1 2026, its #105 holding.
- Bank of Montreal first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Coca-Cola position peaked at $600M in Q2 2021.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.