LWM
KO icon

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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return