B
KO icon

Birchbrook’s Coca-Cola KO Stock Holding History

Birchbrook’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 		$254K Hold
3,127
– – 0.12% 77
2026
Q1 		$238K Sell
3,127
-305
-9% -$23.1K 0.12% 73
2025
Q4 		$240K Buy
3,432
+232
+7% +$16.2K 0.12% 69
2025
Q3 		$212K Sell
3,200
-45
-1% -$3.1K 0.11% 75
2025
Q2 		$230K Sell
3,245
-65
-2% -$4.63K 0.12% 68
2025
Q1 		$237K Hold
3,310
– – 0.13% 63
2024
Q4 		$206K Sell
3,310
-62
-2% -$4.05K 0.12% 61
2024
Q3 		$242K Hold
3,372
– – 0.13% 59
2024
Q2 		$215K Buy
3,372
+1
+0% +$62 0.13% 65
2024
Q1 		$206K Sell
3,371
-110
-3% -$6.61K 0.12% 68
2023
Q4 		$205K Buy
+3,481
New +$198K 0.14% 69

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

Birchbrook's KO Position: Q2 2026 in Review

Birchbrook held its Coca-Cola (KO) position steady in Q2 2026 at 3,127 shares worth $254K. The position accounts for 0.12% of the portfolio, ranked #77.

Birchbrook first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Birchbrook held 3,127 shares of Coca-Cola worth $254K as of Q2 2026.
  • Birchbrook left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.12% of Birchbrook's portfolio in Q2 2026, its #77 holding.
  • Birchbrook first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.