Lakeshore Financial Planning’s Coca-Cola KO Stock Holding History

Lakeshore Financial Planning’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	$843K	Sell	10,376 -253	-2%	-$20K	0.27%	31
2026 Q1	$809K	Sell	10,629 -3	-0%	-$227	0.29%	28
2025 Q4	$743K	Sell	10,632 -298	-3%	-$20.8K	0.27%	26
2025 Q3	$725K	Sell	10,930 -387	-3%	-$26.6K	0.27%	30
2025 Q2	$801K	Sell	11,317 -375	-3%	-$26.7K	0.32%	25
2025 Q1	$838K	Sell	11,692 -210	-2%	-$14K	0.35%	23
2024 Q4	$741K	Sell	11,902 -77	-0.6%	-$5.03K	0.32%	22
2024 Q3	$861K	Buy	11,979 +148	+1%	+$10.1K	0.38%	20
2024 Q2	$753K	Sell	11,831 -34	-0.3%	-$2.1K	0.37%	20
2024 Q1	$726K	Sell	11,865 -188	-2%	-$11.3K	0.37%	20
2023 Q4	$710K	Sell	12,053 -283	-2%	-$16.1K	0.39%	21
2023 Q3	$691K	Buy	+12,336	New	+$740K	0.39%	21

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lakeshore Financial Planning's KO Position: Q2 2026 in Review

Lakeshore Financial Planning reduced its Coca-Cola (KO) stake by 2.4% in Q2 2026, selling an estimated $20K and leaving 10,376 shares worth $843K. The position accounts for 0.27% of the portfolio, ranked #31.

Lakeshore Financial Planning first reported a position in KO in Q3 2023 and has held it in 12 quarters since. The position peaked at $861K in Q3 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Lakeshore Financial Planning held 10,376 shares of Coca-Cola worth $843K as of Q2 2026.
Lakeshore Financial Planning sold 253 Coca-Cola shares in Q2 2026, an estimated $20K.
Coca-Cola made up 0.27% of Lakeshore Financial Planning's portfolio in Q2 2026, its #31 holding.
Lakeshore Financial Planning first reported a position in Coca-Cola in Q3 2023 and has held it in 12 quarters since.
Lakeshore Financial Planning's Coca-Cola position peaked at $861K in Q3 2024.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.