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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
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 $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

L2 Asset Management's KO Position: Q1 2026 in Review

L2 Asset Management increased its Coca-Cola (KO) stake by 11% in Q1 2026, buying an estimated $159K and bringing the position to 20,703 shares worth $1.57M. The position accounts for 0.15% of the portfolio, ranked #128.

L2 Asset Management first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • L2 Asset Management held 20,703 shares of Coca-Cola worth $1.57M as of Q1 2026.
  • L2 Asset Management bought 2,109 Coca-Cola shares in Q1 2026, an estimated $159K.
  • Coca-Cola made up 0.15% of L2 Asset Management's portfolio in Q1 2026, its #128 holding.
  • L2 Asset Management first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on L2 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.