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 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 $263B AUM 16.68% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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. 3,564 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.
3,564 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.