Brandywine Oak Private Wealth’s Coca-Cola KO Stock Holding History

Brandywine Oak Private Wealth’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	$1.71M	Sell	21,078 -232	-1%	-$18.3K	0.13%	80
2026 Q1	$1.62M	Sell	21,310 -476	-2%	-$36K	0.14%	80
2025 Q4	$1.52M	Sell	21,786 -214	-1%	-$14.9K	0.13%	81
2025 Q3	$1.46M	Sell	22,000 -472	-2%	-$32.5K	0.13%	83
2025 Q2	$1.59M	Sell	22,472 -109	-0.5%	-$7.76K	0.15%	76
2025 Q1	$1.62M	Sell	22,581 -952	-4%	-$63.6K	0.16%	70
2024 Q4	$1.47M	Sell	23,533 -1,265	-5%	-$82.6K	0.14%	76
2024 Q3	$1.78M	Buy	24,798 +136	+0.6%	+$9.31K	0.17%	69
2024 Q2	$1.57M	Sell	24,662 -1,268	-5%	-$78.5K	0.16%	71
2024 Q1	$1.59M	Sell	25,930 -954	-4%	-$57.3K	0.17%	70
2023 Q4	$1.58M	Sell	26,884 -1,298	-5%	-$73.7K	0.18%	68
2023 Q3	$1.58M	Sell	28,182 -341	-1%	-$20.5K	0.19%	67
2023 Q2	$1.72M	Sell	28,523 -275	-1%	-$17.1K	0.19%	66
2023 Q1	$1.79M	Sell	28,798 -646	-2%	-$39.1K	0.21%	65
2022 Q4	$1.87M	Sell	29,444 -2,670	-8%	-$161K	0.23%	65
2022 Q3	$1.8M	Sell	32,114 -2,319	-7%	-$144K	0.24%	64
2022 Q2	$2.17M	Sell	34,433 -314	-0.9%	-$19.9K	0.28%	59
2022 Q1	$2.15M	Sell	34,747 -779	-2%	-$47.4K	0.25%	69
2021 Q4	$2.1M	Sell	35,526 -2,609	-7%	-$145K	0.23%	74
2021 Q3	$2M	Buy	38,135 +807	+2%	+$45K	0.23%	73
2021 Q2	$2.02M	Buy	37,328 +16,076	+76%	+$875K	0.24%	68
2021 Q1	$1.12M	Sell	21,252 -533	-2%	-$26.8K	0.17%	88
2020 Q4	$1.19M	Sell	21,785 -265	-1%	-$13.7K	0.18%	81
2020 Q3	$1.09M	Sell	22,050 -227	-1%	-$10.9K	0.18%	79
2020 Q2	$995K	Sell	22,277 -2,302	-9%	-$106K	0.18%	84
2020 Q1	$1.09M	Sell	24,579 -1,654	-6%	-$89.3K	0.22%	71
2019 Q4	$1.45M	Buy	26,233 +19	+0.1%	+$1.02K	0.26%	60
2019 Q3	$1.43M	Sell	26,214 -484	-2%	-$25.9K	0.27%	58
2019 Q2	$1.36M	Buy	26,698 +149	+0.6%	+$7.3K	0.27%	59
2019 Q1	$1.24M	Sell	26,549 -146	-0.5%	-$6.83K	0.26%	59
2018 Q4	$1.26M	Buy	+26,695	New	+$1.28M	0.28%	59

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Brandywine Oak Private Wealth's KO Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Coca-Cola (KO) stake by 1.1% in Q2 2026, selling an estimated $18.3K and leaving 21,078 shares worth $1.71M. The position accounts for 0.13% of the portfolio, ranked #80.

Brandywine Oak Private Wealth first reported a position in KO in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.17M in Q2 2022. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Brandywine Oak Private Wealth held 21,078 shares of Coca-Cola worth $1.71M as of Q2 2026.
Brandywine Oak Private Wealth sold 232 Coca-Cola shares in Q2 2026, an estimated $18.3K.
Coca-Cola made up 0.13% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #80 holding.
Brandywine Oak Private Wealth first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's Coca-Cola position peaked at $2.17M in Q2 2022.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.