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Lake Street Private Wealth’s Coca-Cola KO Stock Holding History

Lake Street Private Wealth’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 		$349K Sell
4,584
-5,114
-53% -$387K 0.04% 200
2025
Q4 		$678K Buy
9,698
+317
+3% +$22.1K 0.08% 146
2025
Q3 		$622K Buy
9,381
+1,052
+13% +$72.4K 0.08% 146
2025
Q2 		$589K Buy
8,329
+4,424
+113% +$315K 0.08% 138
2025
Q1 		$280K Sell
3,905
-1,560
-29% -$104K 0.05% 206
2024
Q4 		$340K Sell
5,465
-1,123
-17% -$73.3K 0.05% 181
2024
Q3 		$473K Sell
6,588
-6,453
-49% -$442K 0.08% 166
2024
Q2 		$830K Sell
13,041
-972
-7% -$60.2K 0.11% 163
2024
Q1 		$857K Sell
14,013
-2,539
-15% -$153K 0.12% 158
2023
Q4 		$975K Sell
16,552
-10,309
-38% -$586K 0.15% 133
2023
Q3 		$1.5M Buy
26,861
+2,683
+11% +$161K 0.27% 100
2023
Q2 		$1.46M Buy
24,178
+77
+0.3% +$4.79K 0.26% 105
2023
Q1 		$1.49M Buy
24,101
+1,818
+8% +$110K 0.28% 101
2022
Q4 		$1.42M Buy
22,283
+8,470
+61% +$511K 0.29% 99
2022
Q3 		$774K Buy
13,813
+956
+7% +$59.4K 0.18% 130
2022
Q2 		$809K Buy
12,857
+612
+5% +$38.8K 0.17% 131
2022
Q1 		$759K Buy
12,245
+800
+7% +$48.7K 0.14% 148
2021
Q4 		$678K Buy
11,445
+3,427
+43% +$191K 0.12% 168
2021
Q3 		$421K Buy
8,018
+662
+9% +$36.9K 0.1% 159
2021
Q2 		$397K Hold
7,356
– – 0.1% 156
2021
Q1 		$388K Sell
7,356
-2,441
-25% -$123K 0.11% 156
2020
Q4 		$537K Buy
9,797
+301
+3% +$15.6K 0.16% 123
2020
Q3 		$469K Hold
9,496
– – 0.16% 113
2020
Q2 		$424K Buy
9,496
+143
+2% +$6.59K 0.16% 113
2020
Q1 		$414K Sell
9,353
-350
-4% -$18.9K 0.19% 104
2019
Q4 		$537K Buy
9,703
+3,032
+45% +$163K 0.21% 108
2019
Q3 		$363K Buy
6,671
+37
+0.6% +$1.98K 0.17% 116
2019
Q2 		$338K Buy
+6,634
New +$325K 0.2% 96

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

Lake Street Private Wealth's KO Position: Q1 2026 in Review

Lake Street Private Wealth reduced its Coca-Cola (KO) stake by 53% in Q1 2026, selling an estimated $387K and leaving 4,584 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #200.

Lake Street Private Wealth first reported a position in KO in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.5M in Q3 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Lake Street Private Wealth held 4,584 shares of Coca-Cola worth $349K as of Q1 2026.
  • Lake Street Private Wealth sold 5,114 Coca-Cola shares in Q1 2026, an estimated $387K.
  • Coca-Cola made up 0.04% of Lake Street Private Wealth's portfolio in Q1 2026, its #200 holding.
  • Lake Street Private Wealth first reported a position in Coca-Cola in Q2 2019 and has held it in 28 quarters since.
  • Lake Street Private Wealth's Coca-Cola position peaked at $1.5M in Q3 2023.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.