Baskin Financial Services’s Coca-Cola KO Stock Holding History

Baskin Financial Services’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	$9.04M	Buy	111,297 +37,218	+50%	+$2.94M	0.71%	30
2026 Q1	$5.63M	Buy	74,079 +19,534	+36%	+$1.48M	0.46%	32
2025 Q4	$3.81M	Buy	+54,545	New	+$3.8M	0.29%	34

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Baskin Financial Services's KO Position: Q2 2026 in Review

Baskin Financial Services increased its Coca-Cola (KO) stake by 50% in Q2 2026, buying an estimated $2.94M and bringing the position to 111,297 shares worth $9.04M. The position accounts for 0.71% of the portfolio, ranked #30.

Baskin Financial Services first reported a position in KO in Q4 2025 and has held it in 3 quarters since. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Baskin Financial Services held 111,297 shares of Coca-Cola worth $9.04M as of Q2 2026.
Baskin Financial Services bought 37,218 Coca-Cola shares in Q2 2026, an estimated $2.94M.
Coca-Cola made up 0.71% of Baskin Financial Services's portfolio in Q2 2026, its #30 holding.
Baskin Financial Services first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Baskin Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.