Lantz Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
Lantz Financial's KO Position: Q2 2026 in Review
Lantz Financial reduced its Coca-Cola (KO) stake by 21% in Q2 2026, selling an estimated $142K and leaving 6,697 shares worth $544K. The position accounts for 0.1% of the portfolio, ranked #171.
Lantz Financial first reported a position in KO in Q1 2019 and has held it in 30 quarters since. The position peaked at $721K in Q1 2025. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Lantz Financial held 6,697 shares of Coca-Cola worth $544K as of Q2 2026.
- Lantz Financial sold 1,802 Coca-Cola shares in Q2 2026, an estimated $142K.
- Coca-Cola made up 0.1% of Lantz Financial's portfolio in Q2 2026, its #171 holding.
- Lantz Financial first reported a position in Coca-Cola in Q1 2019 and has held it in 30 quarters since.
- Lantz Financial's Coca-Cola position peaked at $721K in Q1 2025.
- 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.