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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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. 1,683 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.
  • 1,683 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.