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L & S Advisors’s Coca-Cola KO Stock Holding History

L & S Advisors’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 		$681K Sell
8,950
-1,300
-13% -$98.3K 0.09% 156
2025
Q4 		$717K Sell
10,250
-134
-1% -$9.34K 0.07% 213
2025
Q3 		$689K Sell
10,384
-16
-0.2% -$1.1K 0.07% 199
2025
Q2 		$736K Sell
10,400
-257
-2% -$18.3K 0.07% 198
2025
Q1 		$763K Sell
10,657
-1
-0% -$67 0.09% 193
2024
Q4 		$664K Sell
10,658
-463
-4% -$30.2K 0.07% 201
2024
Q3 		$799K Buy
11,121
+475
+4% +$32.5K 0.08% 202
2024
Q2 		$678K Sell
10,646
-3
-0% -$186 0.08% 202
2024
Q1 		$652K Sell
10,649
-179
-2% -$10.8K 0.07% 217
2023
Q4 		$638K Sell
10,828
-387
-3% -$22K 0.08% 194
2023
Q3 		$628K Buy
11,215
+36
+0.3% +$2.16K 0.09% 187
2023
Q2 		$673K Sell
11,179
-77,969
-87% -$4.85M 0.09% 191
2023
Q1 		$5.53M Buy
89,148
+77,845
+689% +$4.71M 0.77% 37
2022
Q4 		$719K Sell
11,303
-5
-0% -$302 0.13% 154
2022
Q3 		$633K Buy
11,308
+13
+0.1% +$808 0.11% 154
2022
Q2 		$711K Sell
11,295
-68
-0.6% -$4.31K 0.12% 150
2022
Q1 		$705K Sell
11,363
-96,423
-89% -$5.86M 0.08% 188
2021
Q4 		$6.38M Buy
107,786
+1,787
+2% +$99.5K 0.69% 41
2021
Q3 		$5.56M Buy
105,999
+2,437
+2% +$136K 0.6% 45
2021
Q2 		$5.6M Buy
103,562
+92,672
+851% +$5.04M 0.6% 44
2021
Q1 		$574K Sell
10,890
-550
-5% -$27.7K 0.07% 248
2020
Q4 		$627K Sell
11,440
-20,068
-64% -$1.04M 0.07% 229
2020
Q3 		$1.56M Sell
31,508
-849
-3% -$40.8K 0.21% 147
2020
Q2 		$1.45M Buy
32,357
+21,417
+196% +$986K 0.22% 121
2020
Q1 		$484K Sell
10,940
-26,513
-71% -$1.43M 0.09% 175
2019
Q4 		$2.07M Sell
37,453
-26,741
-42% -$1.44M 0.27% 87
2019
Q3 		$3.5M Buy
64,194
+1,122
+2% +$60.1K 0.49% 56
2019
Q2 		$3.21M Buy
63,072
+46,632
+284% +$2.29M 0.42% 74
2019
Q1 		$770K Sell
16,440
-825
-5% -$38.6K 0.1% 196
2018
Q4 		$817K Sell
17,265
-50
-0.3% -$2.39K 0.15% 136
2018
Q3 		$800K Buy
17,315
+425
+3% +$19.4K 0.1% 172
2018
Q2 		$741K Sell
16,890
-603
-3% -$26K 0.12% 160
2018
Q1 		$760K Sell
17,493
-310
-2% -$13.9K 0.14% 148
2017
Q4 		$817K Sell
17,803
-53
-0.3% -$2.44K 0.13% 145
2017
Q3 		$804K Sell
17,856
-350
-2% -$15.9K 0.13% 133
2017
Q2 		$817K Buy
18,206
+5,010
+38% +$221K 0.14% 135
2017
Q1 		$560K Sell
13,196
-224
-2% -$9.34K 0.11% 145
2016
Q4 		$556K Sell
13,420
-4,100
-23% -$171K 0.13% 100
2016
Q3 		$741K Sell
17,520
-6,685
-28% -$293K 0.2% 74
2016
Q2 		$1.1M Buy
24,205
+17,355
+253% +$784K 0.25% 64
2016
Q1 		$318K Hold
6,850
– – 0.08% 61
2015
Q4 		$294K Hold
6,850
– – 0.07% 76
2015
Q3 		$275K Hold
6,850
– – 0.08% 78
2015
Q2 		$269K Buy
+6,850
New +$279K 0.07% 86
2013
Q3 		– Sell
-11,317
Closed -$454K – 90
2013
Q2 		$454K Buy
+11,317
New +$469K 0.22% 50

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

L & S Advisors's KO Position: Q1 2026 in Review

L & S Advisors reduced its Coca-Cola (KO) stake by 13% in Q1 2026, selling an estimated $98.3K and leaving 8,950 shares worth $681K. The position accounts for 0.09% of the portfolio, ranked #156.

L & S Advisors first reported a position in KO in Q2 2013 and has held it in 45 quarters since. The position peaked at $6.38M in Q4 2021. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • L & S Advisors held 8,950 shares of Coca-Cola worth $681K as of Q1 2026.
  • L & S Advisors sold 1,300 Coca-Cola shares in Q1 2026, an estimated $98.3K.
  • Coca-Cola made up 0.09% of L & S Advisors's portfolio in Q1 2026, its #156 holding.
  • L & S Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 45 quarters since.
  • L & S Advisors's Coca-Cola position peaked at $6.38M in Q4 2021.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.