Kimelman & Baird’s Coca-Cola KO Stock Holding History

Kimelman & Baird’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 Q3	$422K	Sell	4,900 -2,500	-34%	-$217K	0.03%	93
2026 Q2	$601K	Hold	7,400	–	–	0.04%	86
2026 Q1	$563K	Hold	7,400	–	–	0.05%	82
2025 Q4	$517K	Sell	7,400 -770	-9%	-$53.7K	0.04%	88
2025 Q3	$542K	Hold	8,170	–	–	0.04%	86
2025 Q2	$578K	Hold	8,170	–	–	0.05%	86
2025 Q1	$585K	Hold	8,170	–	–	0.05%	84
2024 Q4	$509K	Sell	8,170 -1,500	-16%	-$97.9K	0.04%	95
2024 Q3	$695K	Hold	9,670	–	–	0.06%	86
2024 Q2	$616K	Buy	+9,670	New	+$599K	0.05%	88
2021 Q2	$447K	Buy	+8,258	New	+$449K	0.04%	84
2019 Q3	$408K	Hold	7,500	–	–	0.06%	78
2019 Q2	$382K	Hold	7,500	–	–	0.05%	80
2019 Q1	$351K	Hold	7,500	–	–	0.05%	81
2018 Q4	$355K	Hold	7,500	–	–	0.06%	79
2018 Q3	$346K	Hold	7,500	–	–	0.04%	80
2018 Q2	$329K	Buy	+7,500	New	+$324K	0.04%	86
2017 Q4	$344K	Hold	7,500	–	–	0.05%	91
2017 Q3	$338K	Hold	7,500	–	–	0.05%	95
2017 Q2	$336K	Hold	7,500	–	–	0.05%	96
2017 Q1	$318K	Sell	7,500 -600	-7%	-$25K	0.05%	95
2016 Q4	$336K	Hold	8,100	–	–	0.06%	90
2016 Q3	$343K	Hold	8,100	–	–	0.06%	78
2016 Q2	$367K	Sell	8,100 -500	-6%	-$22.6K	0.07%	78
2016 Q1	$399K	Hold	8,600	–	–	0.07%	82
2015 Q4	$369K	Buy	+8,600	New	+$365K	0.07%	84
2015 Q2	$337K	Buy	+8,600	New	+$350K	0.06%	94

Other funds holding KO

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Kimelman & Baird's KO Position: Q3 2026 in Review

Kimelman & Baird reduced its Coca-Cola (KO) stake by 34% in Q3 2026, selling an estimated $217K and leaving 4,900 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #93.

Kimelman & Baird first reported a position in KO in Q2 2015 and has held it in 27 quarters since. The position peaked at $695K in Q3 2024. 2,052 funds tracked by Wall St. Rank hold KO as of Q3 2026.

Kimelman & Baird held 4,900 shares of Coca-Cola worth $422K as of Q3 2026.
Kimelman & Baird sold 2,500 Coca-Cola shares in Q3 2026, an estimated $217K.
Coca-Cola made up 0.03% of Kimelman & Baird's portfolio in Q3 2026, its #93 holding.
Kimelman & Baird first reported a position in Coca-Cola in Q2 2015 and has held it in 27 quarters since.
Kimelman & Baird's Coca-Cola position peaked at $695K in Q3 2024.
2,052 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Kimelman & Baird's 13F filing for Q3 2026, filed 3 Nov 2026.