Brandywine Trust’s Coca-Cola KO Stock Holding History

Brandywine Trust’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 Q1	$812K	Hold	10,682	–	–	0.15%	22
2025 Q4	$747K	Hold	10,682	–	–	0.13%	22
2025 Q3	$708K	Hold	10,682	–	–	0.11%	23
2025 Q2	$756K	Hold	10,682	–	–	0.12%	23
2025 Q1	$765K	Hold	10,682	–	–	0.12%	22
2024 Q4	$665K	Hold	10,682	–	–	0.1%	23
2024 Q3	$768K	Hold	10,682	–	–	0.11%	20
2024 Q2	$680K	Hold	10,682	–	–	0.11%	21
2024 Q1	$654K	Hold	10,682	–	–	0.11%	21
2023 Q4	$629K	Hold	10,682	–	–	0.13%	21
2023 Q3	$598K	Hold	10,682	–	–	0.14%	20
2023 Q2	$643K	Hold	10,682	–	–	0.14%	20
2023 Q1	$663K	Hold	10,682	–	–	0.18%	19
2022 Q4	$679K	Hold	10,682	–	–	0.21%	18
2022 Q3	$598K	Hold	10,682	–	–	0.22%	18
2022 Q2	$672K	Hold	10,682	–	–	0.23%	17
2022 Q1	$662K	Hold	10,682	–	–	0.22%	24
2021 Q4	$632K	Hold	10,682	–	–	0.21%	23
2021 Q3	$560K	Hold	10,682	–	–	0.2%	27
2021 Q2	$578K	Hold	10,682	–	–	0.18%	26
2021 Q1	$563K	Hold	10,682	–	–	0.18%	25
2020 Q4	$586K	Hold	10,682	–	–	0.2%	25
2020 Q3	$527K	Hold	10,682	–	–	0.2%	22
2020 Q2	$477K	Hold	10,682	–	–	0.16%	27
2020 Q1	$473K	Hold	10,682	–	–	0.32%	35
2019 Q4	$591K	Hold	10,682	–	–	0.34%	34
2019 Q3	$582K	Hold	10,682	–	–	0.39%	34
2019 Q2	$544K	Hold	10,682	–	–	0.38%	31
2019 Q1	$501K	Hold	10,682	–	–	0.44%	31
2018 Q4	$506K	Hold	10,682	–	–	0.49%	27
2018 Q3	$493K	Hold	10,682	–	–	0.42%	28
2018 Q2	$469K	Hold	10,682	–	–	0.41%	29
2018 Q1	$464K	Hold	10,682	–	–	0.41%	28
2017 Q4	$490K	Sell	10,682 -2,708	-20%	-$124K	0.42%	29
2017 Q3	$603K	Hold	13,390	–	–	0.54%	25
2017 Q2	$601K	Hold	13,390	–	–	0.63%	17
2017 Q1	$568K	Hold	13,390	–	–	0.39%	17
2016 Q4	$555K	Sell	13,390 -2,447	-15%	-$102K	0.38%	18
2016 Q3	$670K	Hold	15,837	–	–	0.49%	15
2016 Q2	$718K	Hold	15,837	–	–	0.48%	15
2016 Q1	$735K	Hold	15,837	–	–	0.52%	15
2015 Q4	$680K	Sell	15,837 -1,520	-9%	-$64.5K	0.54%	14
2015 Q3	$696K	Hold	17,357	–	–	0.59%	14
2015 Q2	$681K	Hold	17,357	–	–	0.47%	14
2015 Q1	$704K	Hold	17,357	–	–	0.46%	13
2014 Q4	$733K	Sell	17,357 -2,445	-12%	-$104K	0.67%	13
2014 Q3	$845K	Hold	19,802	–	–	0.81%	12
2014 Q2	$839K	Hold	19,802	–	–	1.02%	12
2014 Q1	$766K	Hold	19,802	–	–	0.93%	13
2013 Q4	$818K	Hold	19,802	–	–	1.02%	12
2013 Q3	$750K	Hold	19,802	–	–	1.04%	13
2013 Q2	$794K	Buy	+19,802	New	+$820K	1.15%	13

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brandywine Trust's KO Position: Q1 2026 in Review

Brandywine Trust held its Coca-Cola (KO) position steady in Q1 2026 at 10,682 shares worth $812K. The position accounts for 0.15% of the portfolio, ranked #22.

Brandywine Trust first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $845K in Q3 2014. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Brandywine Trust held 10,682 shares of Coca-Cola worth $812K as of Q1 2026.
Brandywine Trust left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.15% of Brandywine Trust's portfolio in Q1 2026, its #22 holding.
Brandywine Trust first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Brandywine Trust's Coca-Cola position peaked at $845K in Q3 2014.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Brandywine Trust's 13F filing for Q1 2026, filed 14 May 2026.