Berkshire Bank’s Coca-Cola KO Stock Holding History

Berkshire Bank’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	$329K	Hold	4,045	–	–	0.06%	124
2026 Q1	$308K	Buy	+4,045	New	+$306K	0.06%	132
2025 Q3	–	Sell	-2,830	Closed	-$200K	–	166
2025 Q2	$200K	Sell	2,830 -100	-3%	-$7.12K	0.05%	159
2025 Q1	$210K	Buy	+2,930	New	+$196K	0.05%	153
2024 Q4	–	Sell	-2,946	Closed	-$212K	–	160
2024 Q3	$212K	Buy	+2,946	New	+$202K	0.05%	151
2024 Q1	–	Sell	-5,687	Closed	-$335K	–	148
2023 Q4	$335K	Buy	5,687 +460	+9%	+$26.1K	0.09%	115
2023 Q3	$293K	Sell	5,227 -263	-5%	-$15.8K	0.08%	119
2023 Q2	$331K	Buy	5,490 +23	+0.4%	+$1.43K	0.09%	112
2023 Q1	$339K	Sell	5,467 -400	-7%	-$24.2K	0.1%	112
2022 Q4	$373K	Sell	5,867 -1,200	-17%	-$72.4K	0.11%	104
2022 Q3	$396K	Hold	7,067	–	–	0.12%	100
2022 Q2	$445K	Hold	7,067	–	–	0.13%	94
2022 Q1	$438K	Buy	7,067 +155	+2%	+$9.43K	0.1%	100
2021 Q4	$410K	Sell	6,912 -245	-3%	-$13.6K	0.09%	105
2021 Q3	$375K	Hold	7,157	–	–	0.09%	105
2021 Q2	$387K	Hold	7,157	–	–	0.09%	107
2021 Q1	$378K	Sell	7,157 -150	-2%	-$7.55K	0.1%	107
2020 Q4	$401K	Sell	7,307 -1,145	-14%	-$59.2K	0.1%	100
2020 Q3	$417K	Buy	+8,452	New	+$406K	0.11%	99

Other funds holding KO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Berkshire Bank's KO Position: Q2 2026 in Review

Berkshire Bank held its Coca-Cola (KO) position steady in Q2 2026 at 4,045 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #124.

Berkshire Bank first reported a position in KO in Q3 2020 and has held it in 19 quarters since. The position peaked at $445K in Q2 2022. 1,593 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Berkshire Bank held 4,045 shares of Coca-Cola worth $329K as of Q2 2026.
Berkshire Bank left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.06% of Berkshire Bank's portfolio in Q2 2026, its #124 holding.
Berkshire Bank first reported a position in Coca-Cola in Q3 2020 and has held it in 19 quarters since.
Berkshire Bank's Coca-Cola position peaked at $445K in Q2 2022.
1,593 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.