Border to Coast Pensions Partnership’s Coca-Cola KO Stock Holding History

Border to Coast Pensions Partnership’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	$28.7M	Buy	281,617 +28,094	+11%	+$2.44M	0.4%	64
2026 Q2	$25.5M	Buy	+253,523	New	+$20M	0.38%	72
2026 Q1	–	Sell	-788,000	Closed	-$55.2M	–	96
2025 Q4	$55.2M	Hold	788,000	–	–	0.96%	35
2025 Q3	$52.3M	Hold	788,000	–	–	0.91%	34
2025 Q2	$55.8M	Hold	788,000	–	–	1.02%	32
2025 Q1	$56.4M	Hold	788,000	–	–	1.16%	24
2024 Q4	$49M	Hold	788,000	–	–	0.96%	31
2024 Q3	$56.5M	Buy	788,000 +33,616	+4%	+$2.3M	1.15%	22
2024 Q2	$48M	Sell	754,384 -26,866	-3%	-$1.66M	1.13%	29
2024 Q1	$47.8M	Hold	781,250	–	–	1.07%	27
2023 Q4	$46M	Buy	781,250 +71,400	+10%	+$4.06M	1.12%	28
2023 Q3	$39.6M	Hold	709,850	–	–	1.05%	34
2023 Q2	$42.7M	Hold	709,850	–	–	1.07%	30
2023 Q1	$44M	Buy	709,850 +119,327	+20%	+$7.22M	1.18%	25
2022 Q4	$37.6M	Hold	590,523	–	–	1.2%	26
2022 Q3	$33.1M	Hold	590,523	–	–	1.07%	28
2022 Q2	$37.3M	Buy	590,523 +77,764	+15%	+$4.93M	1.15%	28
2022 Q1	$31.7M	Buy	512,759 +612	+0.1%	+$37.2K	0.9%	38
2021 Q4	$30.3M	Hold	512,147	–	–	1.02%	32
2021 Q3	$30.2M	Hold	512,147	–	–	1.03%	32
2021 Q2	$27.9M	Buy	+512,147	New	+$27.9M	0.97%	30

Other funds holding KO

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Border to Coast Pensions Partnership's KO Position: Q3 2026 in Review

Border to Coast Pensions Partnership increased its Coca-Cola (KO) stake by 11% in Q3 2026, buying an estimated $2.44M and bringing the position to 281,617 shares worth $28.7M. The position accounts for 0.4% of the portfolio, ranked #64.

Border to Coast Pensions Partnership first reported a position in KO in Q2 2021 and has held it in 21 quarters since. The position peaked at $56.5M in Q3 2024. 189 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Border to Coast Pensions Partnership held 281,617 shares of Coca-Cola worth $28.7M as of Q3 2026.
Border to Coast Pensions Partnership bought 28,094 Coca-Cola shares in Q3 2026, an estimated $2.44M.
Coca-Cola made up 0.4% of Border to Coast Pensions Partnership's portfolio in Q3 2026, its #64 holding.
Border to Coast Pensions Partnership first reported a position in Coca-Cola in Q2 2021 and has held it in 21 quarters since.
Border to Coast Pensions Partnership's Coca-Cola position peaked at $56.5M in Q3 2024.
189 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Border to Coast Pensions Partnership's 13F filing for Q3 2026, filed 9 Oct 2026.