Lantz Financial
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Lantz Financial’s Coca-Cola KO Stock Holding History

Lantz Financial’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
Q3 		$579K Buy
6,725
+28
+0.4% +$2.43K 0.11% 164
2026
Q2 		$544K Sell
6,697
-1,802
-21% -$142K 0.1% 171
2026
Q1 		$646K Buy
8,499
+4
+0% +$302 0.13% 151
2025
Q4 		$594K Sell
8,495
-719
-8% -$50.1K 0.13% 148
2025
Q3 		$611K Buy
9,214
+54
+0.6% +$3.72K 0.14% 142
2025
Q2 		$648K Sell
9,160
-907
-9% -$64.6K 0.16% 126
2025
Q1 		$721K Buy
10,067
+369
+4% +$24.6K 0.2% 118
2024
Q4 		$604K Buy
9,698
+143
+1% +$9.33K 0.16% 122
2024
Q3 		$687K Buy
9,555
+858
+10% +$58.8K 0.19% 113
2024
Q2 		$554K Buy
8,697
+51
+0.6% +$3.16K 0.17% 121
2024
Q1 		$529K Sell
8,646
-1,227
-12% -$73.7K 0.17% 121
2023
Q4 		$582K Buy
9,873
+1,891
+24% +$107K 0.21% 100
2023
Q3 		$447K Buy
7,982
+46
+0.6% +$2.76K 0.18% 117
2023
Q2 		$478K Sell
7,936
-3,493
-31% -$217K 0.19% 113
2023
Q1 		$709K Buy
11,429
+5,108
+81% +$309K 0.29% 86
2022
Q4 		$402K Buy
6,321
+10
+0.2% +$604 0.18% 117
2022
Q3 		$354K Buy
6,311
+3
+0% +$186 0.18% 114
2022
Q2 		$397K Buy
6,308
+241
+4% +$15.3K 0.18% 109
2022
Q1 		$376K Sell
6,067
-1,151
-16% -$70K 0.15% 118
2021
Q4 		$427K Sell
7,218
-378
-5% -$21K 0.2% 102
2021
Q3 		$399K Buy
7,596
+93
+1% +$5.18K 0.2% 102
2021
Q2 		$406K Buy
7,503
+1,668
+29% +$90.8K 0.21% 98
2021
Q1 		$308K Buy
5,835
+158
+3% +$7.95K 0.18% 103
2020
Q4 		$311K Buy
5,677
+508
+10% +$26.3K 0.19% 96
2020
Q3 		$255K Sell
5,169
-180
-3% -$8.66K 0.17% 98
2020
Q2 		$239K Sell
5,349
-459
-8% -$21.1K 0.17% 96
2020
Q1 		$257K Buy
5,808
+614
+12% +$33.2K 0.2% 94
2019
Q4 		$287K Sell
5,194
-54
-1% -$2.9K 0.17% 113
2019
Q3 		$279K Buy
5,248
+116
+2% +$6.21K 0.19% 101
2019
Q2 		$267K Buy
5,132
+177
+4% +$8.68K 0.18% 105
2019
Q1 		$232K Buy
+4,955
New +$232K 0.17% 105

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Lantz Financial's KO Position: Q3 2026 in Review

Lantz Financial increased its Coca-Cola (KO) stake by 0.42% in Q3 2026, buying an estimated $2.43K and bringing the position to 6,725 shares worth $579K. The position accounts for 0.11% of the portfolio, ranked #164.

Lantz Financial first reported a position in KO in Q1 2019 and has held it in 31 quarters since. The position peaked at $721K in Q1 2025. 2,292 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Lantz Financial held 6,725 shares of Coca-Cola worth $579K as of Q3 2026.
  • Lantz Financial bought 28 Coca-Cola shares in Q3 2026, an estimated $2.43K.
  • Coca-Cola made up 0.11% of Lantz Financial's portfolio in Q3 2026, its #164 holding.
  • Lantz Financial first reported a position in Coca-Cola in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's Coca-Cola position peaked at $721K in Q1 2025.
  • 2,292 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.