BFG
KO icon

Birch Financial Group’s Coca-Cola KO Stock Holding History

Birch Financial Group’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 		$659K Buy
8,114
+93
+1% +$7.34K 0.34% 55
2026
Q1 		$610K Buy
8,021
+975
+14% +$73.7K 0.36% 61
2025
Q4 		$493K Buy
7,046
+3,292
+88% +$229K 0.28% 70
2025
Q3 		$249K Buy
3,754
+404
+12% +$27.8K 0.15% 104
2025
Q2 		$237K Sell
3,350
-5,475
-62% -$390K 0.19% 97
2025
Q1 		$632K Buy
8,825
+3,964
+82% +$265K 0.56% 39
2024
Q4 		$303K Buy
+4,861
New +$317K 0.34% 67

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Birch Financial Group's KO Position: Q2 2026 in Review

Birch Financial Group increased its Coca-Cola (KO) stake by 1.2% in Q2 2026, buying an estimated $7.34K and bringing the position to 8,114 shares worth $659K. The position accounts for 0.34% of the portfolio, ranked #55.

Birch Financial Group first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Birch Financial Group held 8,114 shares of Coca-Cola worth $659K as of Q2 2026.
  • Birch Financial Group bought 93 Coca-Cola shares in Q2 2026, an estimated $7.34K.
  • Coca-Cola made up 0.34% of Birch Financial Group's portfolio in Q2 2026, its #55 holding.
  • Birch Financial Group first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.