Boston Partners’s Coca-Cola KO Stock Holding History

Boston Partners’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	$678M	Buy	7,870,527 +162,508	+2%	+$14.1M	0.61%	45
2026 Q2	$627M	Buy	7,708,019 +1,170,069	+18%	+$92.4M	0.56%	51
2026 Q1	$497M	Sell	6,537,950 -693,407	-10%	-$52.4M	0.52%	63
2025 Q4	$506M	Sell	7,231,357 -2,130,188	-23%	-$149M	0.52%	63
2025 Q3	$621M	Buy	9,361,545 +376,201	+4%	+$25.9M	0.64%	44
2025 Q2	$635M	Buy	8,985,344 +33,578	+0.4%	+$2.39M	0.71%	35
2025 Q1	$642M	Buy	+8,951,766	New	+$598M	0.78%	27
2019 Q1	–	Sell	-60,693	Closed	-$2.87M	–	701
2018 Q4	$2.87M	Sell	60,693 -32,557	-35%	-$1.56M	﹤0.01%	488
2018 Q3	$4.31M	Sell	93,250 -2,624	-3%	-$120K	0.01%	482
2018 Q2	$4.2M	Buy	+95,874	New	+$4.14M	0.01%	492
2017 Q1	–	Sell	-81,290	Closed	-$3.37M	–	780
2016 Q4	$3.37M	Hold	81,290	–	–	﹤0.01%	581
2016 Q3	$3.44M	Hold	81,290	–	–	﹤0.01%	567
2016 Q2	$3.68M	Sell	81,290 -7,021	-8%	-$317K	0.01%	538
2016 Q1	$4.1M	Hold	88,311	–	–	0.01%	497
2015 Q4	$3.79M	Hold	88,311	–	–	0.01%	518
2015 Q3	$3.54M	Buy	+88,311	New	+$3.54M	0.01%	537
2015 Q2	–	Sell	-5,219	Closed	-$212K	–	724
2015 Q1	$212K	Buy	5,219 +163	+3%	+$6.82K	﹤0.01%	697
2014 Q4	$213K	Sell	5,056 -4,236	-46%	-$181K	﹤0.01%	714
2014 Q3	$396K	Sell	9,292 -659	-7%	-$27.2K	﹤0.01%	701
2014 Q2	$422K	Sell	9,951 -999	-9%	-$40.5K	﹤0.01%	695
2014 Q1	$423K	Hold	10,950	–	–	﹤0.01%	693
2013 Q4	$452K	Buy	10,950 +17	+0.2%	+$670	﹤0.01%	684
2013 Q3	$414K	Sell	10,933 -6,337	-37%	-$250K	﹤0.01%	669
2013 Q2	$693K	Buy	+17,270	New	+$715K	﹤0.01%	643

Other funds holding KO

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Boston Partners's KO Position: Q3 2026 in Review

Boston Partners increased its Coca-Cola (KO) stake by 2.1% in Q3 2026, buying an estimated $14.1M and bringing the position to 7,870,527 shares worth $678M. The position accounts for 0.61% of the portfolio, ranked #45.

Boston Partners first reported a position in KO in Q2 2013 and has held it in 24 quarters since. 2,947 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Boston Partners held 7,870,527 shares of Coca-Cola worth $678M as of Q3 2026.
Boston Partners bought 162,508 Coca-Cola shares in Q3 2026, an estimated $14.1M.
Coca-Cola made up 0.61% of Boston Partners's portfolio in Q3 2026, its #45 holding.
Boston Partners first reported a position in Coca-Cola in Q2 2013 and has held it in 24 quarters since.
2,947 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Boston Partners's 13F filing for Q3 2026, filed 10 Nov 2026.