Laidlaw Wealth Management’s Coca-Cola KO Stock Holding History

Laidlaw Wealth 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	$639K	Buy	+7,867	New	+$621K	1.82%	15
2025 Q1	–	Sell	-9,370	Closed	-$583K	–	113
2024 Q4	$583K	Buy	9,370 +400	+4%	+$26.1K	0.25%	97
2024 Q3	$645K	Sell	8,970 -432	-5%	-$29.6K	0.32%	86
2024 Q2	$598K	Sell	9,402 -296	-3%	-$18.3K	0.33%	83
2024 Q1	$593K	Sell	9,698 -2,568	-21%	-$154K	0.33%	92
2023 Q4	$723K	Sell	12,266 -8,954	-42%	-$509K	0.26%	102
2023 Q3	$1.19M	Sell	21,220 -1,598	-7%	-$95.8K	0.39%	78
2023 Q2	$1.37M	Buy	22,818 +8,019	+54%	+$499K	0.27%	92
2023 Q1	$918K	Buy	14,799 +381	+3%	+$23.1K	0.19%	130
2022 Q4	$917K	Sell	14,418 -2,420	-14%	-$146K	0.2%	130
2022 Q3	$943K	Buy	16,838 +4,591	+37%	+$285K	0.22%	117
2022 Q2	$770K	Sell	12,247 -6,337	-34%	-$402K	0.16%	150
2022 Q1	$1.15M	Buy	18,584 +7,019	+61%	+$427K	0.19%	129
2021 Q4	$685K	Sell	11,565 -5,040	-30%	-$281K	0.11%	183
2021 Q3	$871K	Buy	+16,605	New	+$926K	0.22%	101
2021 Q1	–	Sell	-12,413	Closed	-$681K	–	296
2020 Q4	$681K	Buy	12,413 +3,491	+39%	+$181K	0.14%	156
2020 Q3	$440K	Buy	8,922 +724	+9%	+$34.8K	0.2%	119
2020 Q2	$366K	Buy	8,198 +1,168	+17%	+$53.8K	0.19%	114
2020 Q1	$311K	Buy	7,030 +106	+2%	+$5.72K	0.2%	111
2019 Q4	$383K	Buy	+6,924	New	+$372K	0.24%	108

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Laidlaw Wealth Management's KO Position: Q2 2026 in Review

Laidlaw Wealth Management opened a new position in Coca-Cola (KO) in Q2 2026: 7,867 shares worth $639K. The stake represents 1.82% of the portfolio and ranks #15 among its holdings. This is a return to the name: Laidlaw Wealth Management previously reported a position in KO as recently as Q4 2024.

Laidlaw Wealth Management first reported a position in KO in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.37M in Q2 2023. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Laidlaw Wealth Management held 7,867 shares of Coca-Cola worth $639K as of Q2 2026.
Coca-Cola was a new Laidlaw Wealth Management position in Q2 2026.
Coca-Cola made up 1.82% of Laidlaw Wealth Management's portfolio in Q2 2026, its #15 holding.
Laidlaw Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 20 quarters since.
Laidlaw Wealth Management's Coca-Cola position peaked at $1.37M in Q2 2023.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.