MP
KO icon

McDonald Partners’s Coca-Cola KO Stock Holding History

McDonald Partners’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 		$440K Buy
5,418
+103
+2% +$8.13K 0.11% 161
2026
Q1 		$404K Sell
5,315
-199
-4% -$15K 0.1% 156
2025
Q4 		$386K Sell
5,514
-271
-5% -$18.9K 0.12% 149
2025
Q3 		$384K Sell
5,785
-1,903
-25% -$131K 0.11% 161
2025
Q2 		$544K Sell
7,688
-1,225
-14% -$87.3K 0.13% 163
2025
Q1 		$639K Sell
8,913
-978
-10% -$65.3K 0.17% 146
2024
Q4 		$616K Sell
9,891
-212
-2% -$13.8K 0.16% 151
2024
Q3 		$726K Sell
10,103
-130
-1% -$8.9K 0.18% 140
2024
Q2 		$651K Sell
10,233
-334
-3% -$20.7K 0.17% 142
2024
Q1 		$646K Sell
10,567
-800
-7% -$48.1K 0.18% 141
2023
Q4 		$670K Sell
11,367
-73
-0.6% -$4.15K 0.2% 131
2023
Q3 		$640K Sell
11,440
-794
-6% -$47.6K 0.21% 127
2023
Q2 		$737K Sell
12,234
-96
-0.8% -$5.97K 0.23% 120
2023
Q1 		$765K Sell
12,330
-950
-7% -$57.5K 0.25% 113
2022
Q4 		$845K Sell
13,280
-494
-4% -$29.8K 0.29% 104
2022
Q3 		$772K Sell
13,774
-9,755
-41% -$606K 0.29% 103
2022
Q2 		$1.48M Sell
23,529
-1,085
-4% -$68.8K 0.38% 78
2022
Q1 		$1.53M Buy
24,614
+24,587
+91,063% +$1.5M 0.33% 88
2021
Q4 		$1.6K Sell
27
-25,570
-100% -$1.42M ﹤0.01% 384
2021
Q3 		$1.34M Sell
25,597
-1,434
-5% -$79.9K 0.32% 88
2021
Q2 		$1.46M Sell
27,031
-1,994
-7% -$108K 0.35% 83
2021
Q1 		$1.53M Sell
29,025
-7,409
-20% -$373K 0.39% 75
2020
Q4 		$2M Buy
+36,434
New +$1.88M 0.56% 50

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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

McDonald Partners's KO Position: Q2 2026 in Review

McDonald Partners increased its Coca-Cola (KO) stake by 1.9% in Q2 2026, buying an estimated $8.13K and bringing the position to 5,418 shares worth $440K. The position accounts for 0.11% of the portfolio, ranked #161.

McDonald Partners first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $2M in Q4 2020. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • McDonald Partners held 5,418 shares of Coca-Cola worth $440K as of Q2 2026.
  • McDonald Partners bought 103 Coca-Cola shares in Q2 2026, an estimated $8.13K.
  • Coca-Cola made up 0.11% of McDonald Partners's portfolio in Q2 2026, its #161 holding.
  • McDonald Partners first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • McDonald Partners's Coca-Cola position peaked at $2M in Q4 2020.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.