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Baron Wealth Management’s Coca-Cola KO Stock Holding History

Baron Wealth Management’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 		$327K Buy
4,019
+1,282
+47% +$101K 0.08% 187
2026
Q1 		$208K Buy
+2,737
New +$207K 0.06% 259

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Baron Wealth Management's KO Position: Q2 2026 in Review

Baron Wealth Management increased its Coca-Cola (KO) stake by 47% in Q2 2026, buying an estimated $101K and bringing the position to 4,019 shares worth $327K. The position accounts for 0.08% of the portfolio, ranked #187.

Baron Wealth Management first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 1,438 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Baron Wealth Management held 4,019 shares of Coca-Cola worth $327K as of Q2 2026.
  • Baron Wealth Management bought 1,282 Coca-Cola shares in Q2 2026, an estimated $101K.
  • Coca-Cola made up 0.08% of Baron Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Baron Wealth Management first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 1,438 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.