Brandywine Oak Private Wealth’s Coca-Cola KO Stock Holding History
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
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. 3,642 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.
- 3,642 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.