Alan B. Lancz & Associates’s Coca-Cola KO Stock Holding History

Alan B. Lancz & Associates’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	$399K	Sell	5,250 -900	-15%	-$68K	0.39%	72
2025 Q4	$430K	Hold	6,150	–	–	0.38%	66
2025 Q3	$408K	Sell	6,150 -2,200	-26%	-$151K	0.37%	74
2025 Q2	$591K	Sell	8,350 -200	-2%	-$14.2K	0.59%	41
2025 Q1	$612K	Hold	8,550	–	–	0.65%	37
2024 Q4	$532K	Hold	8,550	–	–	0.54%	46
2024 Q3	$614K	Hold	8,550	–	–	0.56%	41
2024 Q2	$544K	Buy	+8,550	New	+$529K	0.54%	43
2023 Q4	$510K	Sell	8,650 -500	-5%	-$28.4K	0.54%	46
2023 Q3	$512K	Hold	9,150	–	–	0.58%	43
2023 Q2	$551K	Hold	9,150	–	–	0.59%	42
2023 Q1	$568K	Hold	9,150	–	–	0.59%	38
2022 Q4	$562K	Hold	9,150	–	–	0.57%	46
2022 Q3	$513K	Hold	9,150	–	–	0.61%	41
2022 Q2	$587K	Sell	9,150 -606	-6%	-$38.4K	0.58%	41
2022 Q1	$605K	Sell	9,756 -700	-7%	-$42.6K	0.53%	54
2021 Q4	$619K	Buy	+10,456	New	+$582K	0.54%	51

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alan B. Lancz & Associates's KO Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its Coca-Cola (KO) stake by 15% in Q1 2026, selling an estimated $68K and leaving 5,250 shares worth $399K. The position accounts for 0.39% of the portfolio, ranked #72.

Alan B. Lancz & Associates first reported a position in KO in Q4 2021 and has held it in 17 quarters since. The position peaked at $619K in Q4 2021. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Alan B. Lancz & Associates held 5,250 shares of Coca-Cola worth $399K as of Q1 2026.
Alan B. Lancz & Associates sold 900 Coca-Cola shares in Q1 2026, an estimated $68K.
Coca-Cola made up 0.39% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #72 holding.
Alan B. Lancz & Associates first reported a position in Coca-Cola in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's Coca-Cola position peaked at $619K in Q4 2021.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.