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

Lakeridge 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 		$534K Buy
6,565
+151
+2% +$11.9K 0.2% 100
2026
Q1 		$488K Buy
6,414
+171
+3% +$12.9K 0.21% 94
2025
Q4 		$436K Buy
6,243
+186
+3% +$13K 0.2% 102
2025
Q3 		$402K Sell
6,057
-100
-2% -$6.88K 0.18% 98
2025
Q2 		$436K Buy
6,157
+72
+1% +$5.13K 0.2% 91
2025
Q1 		$436K Buy
6,085
+267
+5% +$17.8K 0.22% 92
2024
Q4 		$362K Buy
5,818
+52
+0.9% +$3.39K 0.19% 100
2024
Q3 		$414K Buy
5,766
+19
+0.3% +$1.3K 0.23% 84
2024
Q2 		$366K Sell
5,747
-1,029
-15% -$63.7K 0.22% 93
2024
Q1 		$415K Sell
6,776
-84
-1% -$5.05K 0.27% 70
2023
Q4 		$404K Buy
+6,860
New +$390K 0.29% 70

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

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

Lakeridge Wealth Management increased its Coca-Cola (KO) stake by 2.4% in Q2 2026, buying an estimated $11.9K and bringing the position to 6,565 shares worth $534K. The position accounts for 0.2% of the portfolio, ranked #100.

Lakeridge Wealth Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Lakeridge Wealth Management held 6,565 shares of Coca-Cola worth $534K as of Q2 2026.
  • Lakeridge Wealth Management bought 151 Coca-Cola shares in Q2 2026, an estimated $11.9K.
  • Coca-Cola made up 0.2% of Lakeridge Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Lakeridge Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.