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%	1941
2025 Q4	$1.09M	Buy	+15,600	New	+$1.09M	﹤0.01%	1931
2023 Q2	–	Sell	-46,000	Closed	-$3.06M	–	4157
2023 Q1	$3.06M	Sell	46,000 -45,900	-50%	-$2.78M	﹤0.01%	1466
2022 Q4	$5.88M	Buy	+91,900	New	+$5.55M	﹤0.01%	1212
2022 Q3	–	Sell	-100	Closed	-$6	–	4252
2022 Q2	$6	Buy	+100	New	+$6.34K	﹤0.01%	3920
2020 Q3	–	Sell	-279,700	Closed	-$12.3M	–	4851
2020 Q2	$12.3M	Buy	279,700 +77,800	+39%	+$3.58M	0.01%	745
2020 Q1	$8.87M	Buy	+201,900	New	+$10.9M	0.01%	744
2019 Q3	–	Sell	-65,000	Closed	-$3.31M	–	4868
2019 Q2	$3.31M	Buy	+65,000	New	+$3.19M	﹤0.01%	1411
2015 Q2	–	Sell	-100	Closed	-$4K	–	4030
2015 Q1	$4K	Buy	+100	New	+$4.18K	﹤0.01%	3670
2013 Q4	–	Sell	-72,100	Closed	-$2.73M	–	3828
2013 Q3	$2.73M	Buy	+72,100	New	+$2.85M	﹤0.01%	1021

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. 3,562 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.
3,562 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.