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	–	3963
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	-$6K	–	4252
2022 Q2	$6K	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 $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.