Brookwood Investment Group’s Coca-Cola KO Stock Holding History

Brookwood Investment Group’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	$468K	Buy	5,763 +1,465	+34%	+$116K	0.05%	318
2026 Q1	$327K	Sell	4,298 -12,402	-74%	-$938K	0.04%	377
2025 Q4	$1.17M	Sell	16,700 -4,366	-21%	-$304K	0.14%	143
2025 Q3	$1.4M	Sell	21,066 -591	-3%	-$40.7K	0.18%	106
2025 Q2	$1.53M	Sell	21,657 -842	-4%	-$60K	0.25%	70
2025 Q1	$1.61M	Buy	+22,499	New	+$1.5M	0.28%	63

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

Brookwood Investment Group's KO Position: Q2 2026 in Review

Brookwood Investment Group increased its Coca-Cola (KO) stake by 34% in Q2 2026, buying an estimated $116K and bringing the position to 5,763 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #318.

Brookwood Investment Group first reported a position in KO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.61M in Q1 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Brookwood Investment Group held 5,763 shares of Coca-Cola worth $468K as of Q2 2026.
Brookwood Investment Group bought 1,465 Coca-Cola shares in Q2 2026, an estimated $116K.
Coca-Cola made up 0.05% of Brookwood Investment Group's portfolio in Q2 2026, its #318 holding.
Brookwood Investment Group first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's Coca-Cola position peaked at $1.61M in Q1 2025.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.