Bank of Montreal’s Coca-Cola KO Stock Holding History

Bank of Montreal’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	–	Sell	-15,600	Closed	-$1.19M	–	3962
2026 Q1	$1.19M	Hold	15,600	–	–	﹤0.01%	1940
2025 Q4	$1.09M	Buy	+15,600	New	+$1.09M	﹤0.01%	1930
2024 Q2	–	Sell	-80,000	Closed	-$4.9M	–	4080
2024 Q1	$4.9M	Hold	80,000	–	–	﹤0.01%	1233
2023 Q4	$4.96M	Hold	80,000	–	–	﹤0.01%	1289
2023 Q3	$5.28M	Buy	+80,000	New	+$4.8M	﹤0.01%	1253
2021 Q1	–	Sell	-440,000	Closed	-$22.1M	–	5225
2020 Q4	$22.1M	Buy	440,000 +190,000	+76%	+$9.82M	0.01%	662
2020 Q3	$12.2M	Buy	+250,000	New	+$12M	0.01%	763
2019 Q4	–	Sell	-173,900	Closed	-$9.47M	–	4932
2019 Q3	$9.47M	Sell	173,900 -65,000	-27%	-$3.48M	0.01%	894
2019 Q2	$12.2M	Buy	238,900 +105,800	+79%	+$5.19M	0.01%	815
2019 Q1	$6.24M	Buy	+133,100	New	+$6.23M	0.01%	1040
2014 Q2	–	Sell	-54	Closed	-$2K	–	4750
2014 Q1	$2K	Buy	+54	New	+$2.09K	﹤0.01%	3901
2013 Q4	–	Sell	-165,000	Closed	-$6.25M	–	3827
2013 Q3	$6.25M	Buy	+165,000	New	+$6.52M	0.01%	697

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal's KO Position: Q2 2026 in Review

Bank of Montreal increased its Coca-Cola (KO) stake by 4.4% in Q2 2026, buying an estimated $20.9M and bringing the position to 6,260,246 shares worth $509M. The position accounts for 0.17% of the portfolio, ranked #108.

Bank of Montreal first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $600M in Q2 2021. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Bank of Montreal held 6,260,246 shares of Coca-Cola worth $509M as of Q2 2026.
Bank of Montreal bought 265,170 Coca-Cola shares in Q2 2026, an estimated $20.9M.
Coca-Cola made up 0.17% of Bank of Montreal's portfolio in Q2 2026, its #108 holding.
Bank of Montreal first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Coca-Cola position peaked at $600M in Q2 2021.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.