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Birch Hill Investment Advisors’s Coca-Cola KO Stock Holding History

Birch Hill Investment Advisors’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 		$7.33M Hold
90,178
– – 0.3% 51
2026
Q1 		$6.86M Sell
90,178
-223
-0.2% -$16.9K 0.31% 51
2025
Q4 		$6.32M Sell
90,401
-3,150
-3% -$220K 0.26% 55
2025
Q3 		$6.2M Sell
93,551
-25
-0% -$1.72K 0.26% 58
2025
Q2 		$6.62M Sell
93,576
-850
-0.9% -$60.5K 0.29% 53
2025
Q1 		$6.76M Sell
94,426
-2,000
-2% -$134K 0.32% 46
2024
Q4 		$6M Sell
96,426
-1,110
-1% -$72.5K 0.28% 47
2024
Q3 		$7.01M Sell
97,536
-800
-0.8% -$54.8K 0.33% 45
2024
Q2 		$6.26M Sell
98,336
-335
-0.3% -$20.7K 0.3% 47
2024
Q1 		$6.04M Sell
98,671
-6,068
-6% -$365K 0.29% 48
2023
Q4 		$6.17M Sell
104,739
-2,885
-3% -$164K 0.33% 47
2023
Q3 		$6.02M Sell
107,624
-1,120
-1% -$67.2K 0.36% 47
2023
Q2 		$6.55M Sell
108,744
-30
-0% -$1.87K 0.38% 46
2023
Q1 		$6.75M Sell
108,774
-1,400
-1% -$84.8K 0.42% 45
2022
Q4 		$7.01M Sell
110,174
-1,240
-1% -$74.9K 0.45% 44
2022
Q3 		$6.24M Sell
111,414
-10,445
-9% -$649K 0.42% 44
2022
Q2 		$7.67M Sell
121,859
-1,898
-2% -$120K 0.48% 42
2022
Q1 		$7.67M Buy
123,757
+291
+0.2% +$17.7K 0.41% 44
2021
Q4 		$7.31M Buy
123,466
+885
+0.7% +$49.3K 0.36% 49
2021
Q3 		$6.43M Buy
122,581
+11,927
+11% +$665K 0.35% 49
2021
Q2 		$5.99M Buy
110,654
+2,775
+3% +$151K 0.32% 54
2021
Q1 		$5.69M Buy
107,879
+8,828
+9% +$444K 0.32% 54
2020
Q4 		$5.43M Buy
99,051
+17,625
+22% +$911K 0.32% 50
2020
Q3 		$4.02M Buy
81,426
+2,200
+3% +$106K 0.27% 51
2020
Q2 		$3.54M Buy
79,226
+3,358
+4% +$155K 0.26% 50
2020
Q1 		$3.36M Sell
75,868
-7
-0% -$378 0.29% 49
2019
Q4 		$4.2M Sell
75,875
-75
-0.1% -$4.03K 0.28% 51
2019
Q3 		$4.13M Buy
75,950
+7
+0% +$375 0.3% 51
2019
Q2 		$3.87M Hold
75,943
– – 0.29% 53
2019
Q1 		$3.56M Sell
75,943
-1,000
-1% -$46.8K 0.27% 55
2018
Q4 		$3.64M Buy
76,943
+1,540
+2% +$73.7K 0.32% 52
2018
Q3 		$3.48M Sell
75,403
-216
-0.3% -$9.87K 0.25% 58
2018
Q2 		$3.32M Sell
75,619
-4,490
-6% -$194K 0.26% 53
2018
Q1 		$3.48M Buy
80,109
+297
+0.4% +$13.3K 0.29% 52
2017
Q4 		$3.66M Sell
79,812
-500
-0.6% -$23K 0.3% 52
2017
Q3 		$3.62M Sell
80,312
-158
-0.2% -$7.19K 0.31% 53
2017
Q2 		$3.61M Sell
80,470
-4,176
-5% -$185K 0.32% 53
2017
Q1 		$3.59M Sell
84,646
-17,400
-17% -$726K 0.31% 52
2016
Q4 		$4.23M Sell
102,046
-3,350
-3% -$139K 0.38% 48
2016
Q3 		$4.46M Sell
105,396
-33,321
-24% -$1.46M 0.41% 48
2016
Q2 		$6.29M Sell
138,717
-9,238
-6% -$417K 0.62% 41
2016
Q1 		$6.86M Sell
147,955
-3,973
-3% -$173K 0.72% 39
2015
Q4 		$6.53M Sell
151,928
-13,077
-8% -$555K 0.68% 40
2015
Q3 		$6.62M Sell
165,005
-12,080
-7% -$484K 0.72% 38
2015
Q2 		$6.95M Sell
177,085
-4,660
-3% -$190K 0.71% 39
2015
Q1 		$7.37M Sell
181,745
-34,121
-16% -$1.43M 0.75% 38
2014
Q4 		$9.11M Sell
215,866
-47,330
-18% -$2.02M 0.92% 34
2014
Q3 		$11.2M Sell
263,196
-31,930
-11% -$1.32M 1.17% 33
2014
Q2 		$12.5M Sell
295,126
-22,728
-7% -$922K 1.31% 31
2014
Q1 		$12.3M Sell
317,854
-77,545
-20% -$3M 1.32% 30
2013
Q4 		$16.3M Sell
395,399
-21,634
-5% -$853K 1.75% 23
2013
Q3 		$15.8M Sell
417,033
-14,756
-3% -$583K 1.87% 22
2013
Q2 		$17.3M Buy
+431,789
New +$17.9M 2.17% 17

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
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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Birch Hill Investment Advisors's KO Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 90,178 shares worth $7.33M. The position accounts for 0.3% of the portfolio, ranked #51.

Birch Hill Investment Advisors first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.3M in Q2 2013. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Birch Hill Investment Advisors held 90,178 shares of Coca-Cola worth $7.33M as of Q2 2026.
  • Birch Hill Investment Advisors left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.3% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Birch Hill Investment Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • Birch Hill Investment Advisors's Coca-Cola position peaked at $17.3M in Q2 2013.
  • 1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.