Lantern Wealth Advisors’s Coca-Cola KO Stock Holding History

Lantern Wealth Advisors’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	$270K	Buy	3,316 +115	+4%	+$9.08K	0.12%	156
2026 Q1	$243K	Buy	3,201 +24	+0.8%	+$1.81K	0.12%	153
2025 Q4	$222K	Buy	3,177 +102	+3%	+$7.11K	0.12%	148
2025 Q3	$204K	Sell	3,075 -81	-3%	-$5.58K	0.11%	150
2025 Q2	$223K	Buy	+3,156	New	+$225K	0.13%	133
2024 Q4	$205K	Buy	+3,300	New	+$215K	0.13%	132

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

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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Lantern Wealth Advisors's KO Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Coca-Cola (KO) stake by 3.6% in Q2 2026, buying an estimated $9.08K and bringing the position to 3,316 shares worth $270K. The position accounts for 0.12% of the portfolio, ranked #156.

Lantern Wealth Advisors first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 1,597 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Lantern Wealth Advisors held 3,316 shares of Coca-Cola worth $270K as of Q2 2026.
Lantern Wealth Advisors bought 115 Coca-Cola shares in Q2 2026, an estimated $9.08K.
Coca-Cola made up 0.12% of Lantern Wealth Advisors's portfolio in Q2 2026, its #156 holding.
Lantern Wealth Advisors first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
1,597 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.