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L2 Asset Management’s Coca-Cola KO Stock Holding History

L2 Asset Management’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 		$1.7M Buy
20,966
+263
+1% +$20.8K 0.18% 116
2026
Q1 		$1.57M Buy
20,703
+2,109
+11% +$159K 0.15% 128
2025
Q4 		$1.3M Buy
18,594
+1,456
+8% +$102K 0.17% 108
2025
Q3 		$1.14M Buy
17,138
+1,343
+9% +$92.4K 0.16% 121
2025
Q2 		$1.12M Buy
15,795
+853
+6% +$60.8K 0.18% 106
2025
Q1 		$1.07M Buy
14,942
+1,378
+10% +$92K 0.22% 93
2024
Q4 		$844K Sell
13,564
-3,401
-20% -$222K 0.18% 94
2024
Q3 		$1.22M Buy
16,965
+571
+3% +$39.1K 0.33% 66
2024
Q2 		$1.04M Buy
16,394
+1,328
+9% +$82.2K 0.31% 71
2024
Q1 		$922K Buy
15,066
+1,261
+9% +$75.7K 0.3% 78
2023
Q4 		$814K Buy
13,805
+13,793
+114,942% +$783K 0.33% 72
2023
Q3 		$693K Sell
12
-11,119
-100% -$667K 0.33% 76
2023
Q2 		$670K Buy
11,131
+889
+9% +$55.3K 0.33% 74
2023
Q1 		$635K Buy
10,242
+439
+4% +$26.6K 0.35% 73
2022
Q4 		$624K Buy
9,803
+1,175
+14% +$70.9K 0.39% 71
2022
Q3 		$483K Buy
8,628
+1,069
+14% +$66.4K 0.33% 79
2022
Q2 		$476K Buy
7,559
+144
+2% +$9.13K 0.35% 80
2022
Q1 		$460K Buy
7,415
+1,195
+19% +$72.7K 0.26% 91
2021
Q4 		$368K Buy
+6,220
New +$346K 0.26% 82

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

L2 Asset Management's KO Position: Q2 2026 in Review

L2 Asset Management increased its Coca-Cola (KO) stake by 1.3% in Q2 2026, buying an estimated $20.8K and bringing the position to 20,966 shares worth $1.7M. The position accounts for 0.18% of the portfolio, ranked #116.

L2 Asset Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • L2 Asset Management held 20,966 shares of Coca-Cola worth $1.7M as of Q2 2026.
  • L2 Asset Management bought 263 Coca-Cola shares in Q2 2026, an estimated $20.8K.
  • Coca-Cola made up 0.18% of L2 Asset Management's portfolio in Q2 2026, its #116 holding.
  • L2 Asset Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.