Birchbrook
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
Q3 		$253K Sell
2,938
-189
-6% -$16.4K 0.12% 75
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 $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Birchbrook's KO Position: Q3 2026 in Review

Birchbrook reduced its Coca-Cola (KO) stake by 6% in Q3 2026, selling an estimated $16.4K and leaving 2,938 shares worth $253K. The position accounts for 0.12% of the portfolio, ranked #75.

Birchbrook first reported a position in KO in Q4 2023 and has held it in 12 quarters since. The position peaked at $254K in Q2 2026. 1,691 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Birchbrook held 2,938 shares of Coca-Cola worth $253K as of Q3 2026.
  • Birchbrook sold 189 Coca-Cola shares in Q3 2026, an estimated $16.4K.
  • Coca-Cola made up 0.12% of Birchbrook's portfolio in Q3 2026, its #75 holding.
  • Birchbrook first reported a position in Coca-Cola in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's Coca-Cola position peaked at $254K in Q2 2026.
  • 1,691 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.