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Boston Trust Walden’s Coca-Cola KO Stock Holding History

Boston Trust Walden’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 		$2.94M Sell
36,214
-550
-1% -$43.4K 0.02% 245
2026
Q1 		$2.8M Sell
36,764
-200
-0.5% -$15.1K 0.02% 252
2025
Q4 		$2.58M Sell
36,964
-1,000
-3% -$69.7K 0.02% 242
2025
Q3 		$2.52M Hold
37,964
– – 0.02% 241
2025
Q2 		$2.69M Sell
37,964
-100
-0.3% -$7.12K 0.02% 239
2025
Q1 		$2.73M Sell
38,064
-25
-0.1% -$1.67K 0.02% 238
2024
Q4 		$2.37M Sell
38,089
-524
-1% -$34.2K 0.02% 246
2024
Q3 		$2.77M Sell
38,613
-180
-0.5% -$12.3K 0.02% 242
2024
Q2 		$2.47M Sell
38,793
-1,219
-3% -$75.5K 0.02% 239
2024
Q1 		$2.45M Buy
40,012
+325
+0.8% +$19.5K 0.02% 240
2023
Q4 		$2.34M Sell
39,687
-1,138
-3% -$64.6K 0.02% 240
2023
Q3 		$2.29M Hold
40,825
– – 0.02% 240
2023
Q2 		$2.46M Sell
40,825
-1,158
-3% -$72K 0.02% 241
2023
Q1 		$2.6M Sell
41,983
-167
-0.4% -$10.1K 0.02% 241
2022
Q4 		$2.68M Sell
42,150
-950
-2% -$57.4K 0.02% 244
2022
Q3 		$2.41M Sell
43,100
-150
-0.3% -$9.32K 0.02% 243
2022
Q2 		$2.72M Buy
43,250
+784
+2% +$49.7K 0.03% 244
2022
Q1 		$2.63M Sell
42,466
-7,000
-14% -$426K 0.02% 250
2021
Q4 		$2.93M Sell
49,466
-406
-0.8% -$22.6K 0.02% 254
2021
Q3 		$2.62M Buy
49,872
+56
+0.1% +$3.12K 0.02% 249
2021
Q2 		$2.7M Buy
49,816
+3,750
+8% +$204K 0.02% 252
2021
Q1 		$2.43M Sell
46,066
-750
-2% -$37.7K 0.02% 251
2020
Q4 		$2.57M Sell
46,816
-966
-2% -$49.9K 0.03% 253
2020
Q3 		$2.36M Sell
47,782
-683
-1% -$32.8K 0.03% 258
2020
Q2 		$2.17M Buy
48,465
+1,738
+4% +$80.1K 0.03% 262
2020
Q1 		$2.07M Sell
46,727
-400
-0.8% -$21.6K 0.03% 256
2019
Q4 		$2.61M Sell
47,127
-1,524
-3% -$81.9K 0.03% 256
2019
Q3 		$2.65M Hold
48,651
– – 0.03% 256
2019
Q2 		$2.48M Sell
48,651
-304
-0.6% -$14.9K 0.03% 263
2019
Q1 		$2.29M Sell
48,955
-2,000
-4% -$93.5K 0.03% 267
2018
Q4 		$2.41M Hold
50,955
– – 0.04% 262
2018
Q3 		$2.35M Sell
50,955
-465
-0.9% -$21.2K 0.03% 267
2018
Q2 		$2.25M Buy
51,420
+1,400
+3% +$60.5K 0.03% 269
2018
Q1 		$2.17M Hold
50,020
– – 0.03% 270
2017
Q4 		$2.29M Sell
50,020
-582
-1% -$26.8K 0.03% 270
2017
Q3 		$2.28M Sell
50,602
-1,418
-3% -$64.5K 0.04% 270
2017
Q2 		$2.33M Buy
52,020
+2,918
+6% +$129K 0.04% 262
2017
Q1 		$2.08M Sell
49,102
-3,075
-6% -$128K 0.03% 263
2016
Q4 		$2.16M Sell
52,177
-1,225
-2% -$51K 0.03% 261
2016
Q3 		$2.26M Sell
53,402
-200
-0.4% -$8.76K 0.04% 259
2016
Q2 		$2.43M Sell
53,602
-100
-0.2% -$4.52K 0.04% 255
2016
Q1 		$2.49M Sell
53,702
-300
-0.6% -$13.1K 0.04% 254
2015
Q4 		$2.32M Sell
54,002
-3,090
-5% -$131K 0.04% 252
2015
Q3 		$2.29M Buy
57,092
+1,610
+3% +$64.5K 0.04% 254
2015
Q2 		$2.18M Sell
55,482
-2,925
-5% -$119K 0.03% 252
2015
Q1 		$2.37M Buy
58,407
+542
+0.9% +$22.7K 0.04% 242
2014
Q4 		$2.44M Sell
57,865
-800
-1% -$34.2K 0.04% 237
2014
Q3 		$2.5M Hold
58,665
– – 0.04% 231
2014
Q2 		$2.48M Sell
58,665
-527
-0.9% -$21.4K 0.04% 224
2014
Q1 		$2.29M Sell
59,192
-573
-1% -$22.1K 0.03% 224
2013
Q4 		$2.47M Sell
59,765
-100
-0.2% -$3.94K 0.04% 219
2013
Q3 		$2.27M Sell
59,865
-322
-0.5% -$12.7K 0.03% 218
2013
Q2 		$2.41M Buy
+60,187
New +$2.49M 0.04% 209

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Boston Trust Walden's KO Position: Q2 2026 in Review

Boston Trust Walden reduced its Coca-Cola (KO) stake by 1.5% in Q2 2026, selling an estimated $43.4K and leaving 36,214 shares worth $2.94M. The position accounts for 0.02% of the portfolio, ranked #245.

Boston Trust Walden first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Boston Trust Walden held 36,214 shares of Coca-Cola worth $2.94M as of Q2 2026.
  • Boston Trust Walden sold 550 Coca-Cola shares in Q2 2026, an estimated $43.4K.
  • Coca-Cola made up 0.02% of Boston Trust Walden's portfolio in Q2 2026, its #245 holding.
  • Boston Trust Walden first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.