LMKC
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L.M. Kohn & Company’s Coca-Cola KO Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$394K Sell
5,938
-8,521
-59% -$586K 0.47% 67
2025
Q2 		$1.02M Sell
14,459
-887
-6% -$63.2K 0.28% 70
2025
Q1 		$1.1M Sell
15,346
-393
-2% -$26.2K 0.29% 66
2024
Q4 		$980K Buy
15,739
+24
+0.2% +$1.57K 0.25% 74
2024
Q3 		$1.13M Buy
15,715
+2,087
+15% +$143K 0.29% 69
2024
Q2 		$867K Sell
13,628
-1,945
-12% -$120K 0.23% 88
2024
Q1 		$953K Buy
15,573
+1,159
+8% +$69.6K 0.27% 83
2023
Q4 		$849K Buy
14,414
+2,776
+24% +$158K 0.27% 79
2023
Q3 		$651K Buy
11,638
+5
+0% +$300 0.24% 91
2023
Q2 		$701K Buy
11,633
+345
+3% +$21.5K 0.26% 89
2023
Q1 		$700K Buy
11,288
+154
+1% +$9.32K 0.29% 79
2022
Q4 		$708K Buy
11,134
+441
+4% +$26.6K 0.33% 73
2022
Q3 		$599K Sell
10,693
-1
-0% -$62 0.29% 80
2022
Q2 		$673K Buy
10,694
+489
+5% +$31K 0.31% 76
2022
Q1 		$633K Buy
+10,205
New +$621K 0.24% 103

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

L.M. Kohn & Company's KO Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Coca-Cola (KO) stake by 59% in Q3 2025, selling an estimated $586K and leaving 5,938 shares worth $394K. The position accounts for 0.47% of the portfolio, ranked #67.

L.M. Kohn & Company first reported a position in KO in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.13M in Q3 2024. 3,285 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • L.M. Kohn & Company held 5,938 shares of Coca-Cola worth $394K as of Q3 2025.
  • L.M. Kohn & Company sold 8,521 Coca-Cola shares in Q3 2025, an estimated $586K.
  • Coca-Cola made up 0.47% of L.M. Kohn & Company's portfolio in Q3 2025, its #67 holding.
  • L.M. Kohn & Company first reported a position in Coca-Cola in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Coca-Cola position peaked at $1.13M in Q3 2024.
  • 3,285 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.