Lafayette Investments’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.8M | Sell |
63,091
-498
| -0.8% | -$37.6K | 0.97% | 27 |
|
|
2025
Q4 | $4.45M | Buy |
63,589
+9
| +0% | +$627 | 0.84% | 30 |
|
|
2025
Q3 | $4.22M | Sell |
63,580
-871
| -1% | -$59.9K | 0.81% | 36 |
|
|
2025
Q2 | $4.56M | Sell |
64,451
-183
| -0.3% | -$13K | 0.92% | 29 |
|
|
2025
Q1 | $4.63M | Sell |
64,634
-425
| -0.7% | -$28.4K | 0.98% | 29 |
|
|
2024
Q4 | $4.05M | Sell |
65,059
-292
| -0.4% | -$19.1K | 0.87% | 34 |
|
|
2024
Q3 | $4.7M | Sell |
65,351
-1,035
| -2% | -$70.9K | 0.99% | 28 |
|
|
2024
Q2 | $4.23M | Sell |
66,386
-841
| -1% | -$52.1K | 0.96% | 28 |
|
|
2024
Q1 | $4.11M | Sell |
67,227
-1,250
| -2% | -$75.1K | 0.92% | 34 |
|
|
2023
Q4 | $4.04M | Sell |
68,477
-27
| -0% | -$1.53K | 1% | 30 |
|
|
2023
Q3 | $3.83M | Sell |
68,504
-346
| -0.5% | -$20.8K | 1.05% | 30 |
|
|
2023
Q2 | $4.15M | Sell |
68,850
-294
| -0.4% | -$18.3K | 1.09% | 30 |
|
|
2023
Q1 | $4.29M | Sell |
69,144
-2,850
| -4% | -$173K | 1.19% | 28 |
|
|
2022
Q4 | $4.58M | Buy |
71,994
+8
| +0% | +$483 | 1.29% | 25 |
|
|
2022
Q3 | $4.03M | Sell |
71,986
-746
| -1% | -$46.4K | 1.24% | 27 |
|
|
2022
Q2 | $4.58M | Sell |
72,732
-3,927
| -5% | -$249K | 1.32% | 28 |
|
|
2022
Q1 | $4.75M | Sell |
76,659
-1,765
| -2% | -$107K | 1.18% | 29 |
|
|
2021
Q4 | $4.64M | Buy |
78,424
+836
| +1% | +$46.6K | 1.16% | 30 |
|
|
2021
Q3 | $4.07M | Hold |
77,588
| – | – | 1.1% | 34 |
|
|
2021
Q2 | $4.2M | Buy |
77,588
+2,872
| +4% | +$156K | 1.14% | 33 |
|
|
2021
Q1 | $3.94M | Buy |
74,716
+540
| +0.7% | +$27.2K | 1.26% | 32 |
|
|
2020
Q4 | $4.07M | Sell |
74,176
-700
| -0.9% | -$36.2K | 1.38% | 27 |
|
|
2020
Q3 | $3.7M | Sell |
74,876
-2,338
| -3% | -$112K | 1.41% | 27 |
|
|
2020
Q2 | $3.45M | Sell |
77,214
-4,050
| -5% | -$187K | 1.44% | 28 |
|
|
2020
Q1 | $3.6M | Sell |
81,264
-114
| -0.1% | -$6.16K | 1.73% | 21 |
|
|
2019
Q4 | $4.5M | Sell |
81,378
-2,800
| -3% | -$151K | 1.56% | 27 |
|
|
2019
Q3 | $4.58M | Sell |
84,178
-1,787
| -2% | -$95.7K | 1.66% | 25 |
|
|
2019
Q2 | $4.38M | Sell |
85,965
-1,015
| -1% | -$49.7K | 1.55% | 27 |
|
|
2019
Q1 | $4.08M | Sell |
86,980
-200
| -0.2% | -$9.35K | 1.5% | 28 |
|
|
2018
Q4 | $4.13M | Sell |
87,180
-2,650
| -3% | -$127K | 1.66% | 23 |
|
|
2018
Q3 | $4.15M | Sell |
89,830
-940
| -1% | -$42.9K | 1.43% | 29 |
|
|
2018
Q2 | $3.98M | Sell |
90,770
-2,568
| -3% | -$111K | 1.46% | 29 |
|
|
2018
Q1 | $4.05M | Sell |
93,338
-2,984
| -3% | -$134K | 1.52% | 27 |
|
|
2017
Q4 | $4.42M | Sell |
96,322
-1,081
| -1% | -$49.7K | 1.58% | 26 |
|
|
2017
Q3 | $4.38M | Sell |
97,403
-13,474
| -12% | -$613K | 1.63% | 27 |
|
|
2017
Q2 | $4.97M | Sell |
110,877
-429
| -0.4% | -$19K | 1.84% | 25 |
|
|
2017
Q1 | $4.72M | Buy |
111,306
+194
| +0.2% | +$8.09K | 1.75% | 24 |
|
|
2016
Q4 | $4.61M | Sell |
111,112
-17,187
| -13% | -$715K | 1.76% | 26 |
|
|
2016
Q3 | $5.43M | Sell |
128,299
-183
| -0.1% | -$8.02K | 2.19% | 20 |
|
|
2016
Q2 | $5.82M | Sell |
128,482
-1,263
| -1% | -$57.1K | 2.37% | 18 |
|
|
2016
Q1 | $6.02M | Sell |
129,745
-200
| -0.2% | -$8.7K | 2.5% | 15 |
|
|
2015
Q4 | $5.58M | Buy |
129,945
+72
| +0.1% | +$3.06K | 2.32% | 20 |
|
|
2015
Q3 | $5.21M | Sell |
129,873
-295
| -0.2% | -$11.8K | 2.27% | 21 |
|
|
2015
Q2 | $5.11M | Buy |
130,168
+4
| +0% | +$163 | 2.15% | 22 |
|
|
2015
Q1 | $5.28M | Sell |
130,164
-27,135
| -17% | -$1.13M | 2.24% | 21 |
|
|
2014
Q4 | $6.64M | Sell |
157,299
-1,184
| -0.7% | -$50.6K | 2.78% | 12 |
|
|
2014
Q3 | $6.76M | Buy |
158,483
+10
| +0% | +$413 | 3.04% | 12 |
|
|
2014
Q2 | $6.71M | Buy |
158,473
+11
| +0% | +$446 | 2.95% | 13 |
|
|
2014
Q1 | $6.13M | Buy |
158,462
+24,900
| +19% | +$962K | 2.8% | 13 |
|
|
2013
Q4 | $5.52M | Sell |
133,562
-1,631
| -1% | -$64.3K | 2.58% | 16 |
|
|
2013
Q3 | $5.12M | Sell |
135,193
-241
| -0.2% | -$9.53K | 2.49% | 16 |
|
|
2013
Q2 | $5.43M | Buy |
+135,434
| New | +$5.61M | 2.61% | 17 |
|
Other funds holding KO
VCM
VPM
Lafayette Investments's KO Position: Q1 2026 in Review
Lafayette Investments reduced its Coca-Cola (KO) stake by 0.78% in Q1 2026, selling an estimated $37.6K and leaving 63,091 shares worth $4.8M. The position accounts for 0.97% of the portfolio, ranked #27.
Lafayette Investments first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.76M in Q3 2014. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Lafayette Investments held 63,091 shares of Coca-Cola worth $4.8M as of Q1 2026.
- Lafayette Investments sold 498 Coca-Cola shares in Q1 2026, an estimated $37.6K.
- Coca-Cola made up 0.97% of Lafayette Investments's portfolio in Q1 2026, its #27 holding.
- Lafayette Investments first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
- Lafayette Investments's Coca-Cola position peaked at $6.76M in Q3 2014.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.