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GW&K Investment Management’s Coca-Cola KO Stock Holding History

GW&K Investment 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
Q1 		$40.5M Sell
531,909
-10,344
-2% -$782K 0.36% 106
2025
Q4 		$37.9M Sell
542,253
-2,383
-0.4% -$166K 0.33% 119
2025
Q3 		$36.1M Sell
544,636
-7,554
-1% -$520K 0.32% 124
2025
Q2 		$39.1M Sell
552,190
-9,464
-2% -$674K 0.35% 109
2025
Q1 		$40.2M Buy
561,654
+71,785
+15% +$4.79M 0.37% 104
2024
Q4 		$30.5M Sell
489,869
-11,415
-2% -$745K 0.26% 153
2024
Q3 		$36M Sell
501,284
-8,452
-2% -$579K 0.31% 136
2024
Q2 		$32.4M Buy
509,736
+85,871
+20% +$5.32M 0.3% 135
2024
Q1 		$25.9M Buy
423,865
+2,866
+0.7% +$172K 0.23% 169
2023
Q4 		$24.8M Sell
420,999
-17,564
-4% -$998K 0.23% 169
2023
Q3 		$24.6M Sell
438,563
-8,103
-2% -$486K 0.25% 156
2023
Q2 		$26.9M Buy
446,666
+214,711
+93% +$13.4M 0.26% 156
2023
Q1 		$14.4M Buy
231,955
+211,266
+1,021% +$12.8M 0.14% 197
2022
Q4 		$1.32M Sell
20,689
-852
-4% -$51.4K 0.01% 316
2022
Q3 		$1.21M Sell
21,541
-1,320
-6% -$82K 0.01% 319
2022
Q2 		$1.44M Buy
22,861
+680
+3% +$43.1K 0.02% 320
2022
Q1 		$1.38M Buy
22,181
+1,446
+7% +$87.9K 0.01% 321
2021
Q4 		$1.23M Buy
20,735
+7,255
+54% +$404K 0.01% 319
2021
Q3 		$707K Sell
13,480
-235
-2% -$13.1K 0.01% 328
2021
Q2 		$742K Buy
13,715
+475
+4% +$25.8K 0.01% 331
2021
Q1 		$698K Buy
+13,240
New +$666K 0.01% 333
2013
Q3 		– Sell
-136,078
Closed -$5.46M – 224
2013
Q2 		$5.46M Buy
+136,078
New +$5.63M 0.2% 138

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GW&K Investment Management's KO Position: Q1 2026 in Review

GW&K Investment Management reduced its Coca-Cola (KO) stake by 1.9% in Q1 2026, selling an estimated $782K and leaving 531,909 shares worth $40.5M. The position accounts for 0.36% of the portfolio, ranked #106.

GW&K Investment Management first reported a position in KO in Q2 2013 and has held it in 22 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • GW&K Investment Management held 531,909 shares of Coca-Cola worth $40.5M as of Q1 2026.
  • GW&K Investment Management sold 10,344 Coca-Cola shares in Q1 2026, an estimated $782K.
  • Coca-Cola made up 0.36% of GW&K Investment Management's portfolio in Q1 2026, its #106 holding.
  • GW&K Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 22 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.