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BTC Capital Management’s Coca-Cola KO Stock Holding History

BTC Capital Management’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 		$338K Sell
4,158
-123
-3% -$9.71K 0.02% 193
2026
Q1 		$326K Buy
4,281
+17
+0.4% +$1.28K 0.02% 195
2025
Q4 		$298K Buy
4,264
+264
+7% +$18.4K 0.02% 192
2025
Q3 		$265K Hold
4,000
– – 0.02% 193
2025
Q2 		$283K Hold
4,000
– – 0.02% 190
2025
Q1 		$286K Sell
4,000
-42
-1% -$2.81K 0.03% 194
2024
Q4 		$252K Sell
4,042
-27
-0.7% -$1.76K 0.02% 192
2024
Q3 		$292K Sell
4,069
-290
-7% -$19.9K 0.03% 199
2024
Q2 		$277K Sell
4,359
-30
-0.7% -$1.86K 0.03% 201
2024
Q1 		$269K Buy
+4,389
New +$264K 0.02% 212
2023
Q3 		$250K Sell
4,470
-69
-2% -$4.14K 0.03% 213
2023
Q2 		$285K Sell
4,539
-1,274
-22% -$79.3K 0.03% 204
2023
Q1 		$361K Sell
5,813
-52
-0.9% -$3.15K 0.04% 172
2022
Q4 		$373K Buy
5,865
+510
+10% +$30.8K 0.04% 185
2022
Q3 		$300K Buy
5,355
+1,355
+34% +$84.2K 0.04% 201
2022
Q2 		$252K Sell
4,000
-500
-11% -$31.7K 0.03% 231
2022
Q1 		$279K Hold
4,500
– – 0.03% 240
2021
Q4 		$266K Buy
4,500
+500
+13% +$27.8K 0.03% 245
2021
Q3 		$210K Sell
4,000
-8,300
-67% -$463K 0.02% 195
2021
Q2 		$665K Hold
12,300
– – 0.08% 136
2021
Q1 		$647K Sell
12,300
-1,320
-10% -$66.4K 0.07% 143
2020
Q4 		$747K Buy
13,620
+8,428
+162% +$436K 0.09% 133
2020
Q3 		$257K Hold
5,192
– – 0.04% 176
2020
Q2 		$231K Buy
+5,192
New +$239K 0.04% 166
2020
Q1 		– Sell
-4,000
Closed -$222K – 172
2019
Q4 		$222K Hold
4,000
– – 0.03% 179
2019
Q3 		$218K Sell
4,000
-52
-1% -$2.78K 0.03% 174
2019
Q2 		$207K Buy
+4,052
New +$199K 0.03% 189
2017
Q4 		– Sell
-5,427
Closed -$245K – 176
2017
Q3 		$245K Buy
5,427
+427
+9% +$19.4K 0.04% 150
2017
Q2 		$225K Sell
5,000
-2,000
-29% -$88.4K 0.04% 159
2017
Q1 		$297K Sell
7,000
-400
-5% -$16.7K 0.06% 142
2016
Q4 		$307K Sell
7,400
-3,000
-29% -$125K 0.06% 142
2016
Q3 		$441K Buy
10,400
+400
+4% +$17.5K 0.09% 122
2016
Q2 		$454K Sell
10,000
-25
-0.2% -$1.13K 0.1% 113
2016
Q1 		$465K Buy
10,025
+1,025
+11% +$44.6K 0.11% 115
2015
Q4 		$387K Sell
9,000
-406
-4% -$17.2K 0.09% 128
2015
Q3 		$376K Buy
9,406
+406
+5% +$16.3K 0.09% 133
2015
Q2 		$351K Hold
9,000
– – 0.08% 125
2015
Q1 		$365K Sell
9,000
-380
-4% -$15.9K 0.08% 123
2014
Q4 		$394K Sell
9,380
-1,260
-12% -$53.8K 0.1% 113
2014
Q3 		$453K Buy
+10,640
New +$440K 0.11% 112

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

BTC Capital Management's KO Position: Q2 2026 in Review

BTC Capital Management reduced its Coca-Cola (KO) stake by 2.9% in Q2 2026, selling an estimated $9.71K and leaving 4,158 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #193.

BTC Capital Management first reported a position in KO in Q3 2014 and has held it in 40 quarters since. The position peaked at $747K in Q4 2020. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • BTC Capital Management held 4,158 shares of Coca-Cola worth $338K as of Q2 2026.
  • BTC Capital Management sold 123 Coca-Cola shares in Q2 2026, an estimated $9.71K.
  • Coca-Cola made up 0.02% of BTC Capital Management's portfolio in Q2 2026, its #193 holding.
  • BTC Capital Management first reported a position in Coca-Cola in Q3 2014 and has held it in 40 quarters since.
  • BTC Capital Management's Coca-Cola position peaked at $747K in Q4 2020.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.