LaSalle St. Investment Advisors’s Coca-Cola KO Stock Holding History

LaSalle St. Investment 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 Q1	$589K	Sell	7,741 -26	-0.3%	-$1.97K	0.08%	177
2025 Q4	$543K	Buy	7,767 +231	+3%	+$16.1K	0.09%	173
2025 Q3	$499K	Sell	7,536 -807	-10%	-$55.5K	0.09%	171
2025 Q2	$590K	Sell	8,343 -741	-8%	-$52.8K	0.16%	132
2025 Q1	$650K	Buy	9,084 +2,343	+35%	+$156K	0.15%	125
2024 Q4	$419K	Buy	6,741 +1,385	+26%	+$90.4K	0.13%	152
2024 Q3	$384K	Buy	5,356 +42	+0.8%	+$2.88K	0.15%	120
2024 Q2	$338K	Sell	5,314 -620	-10%	-$38.4K	0.17%	103
2024 Q1	$351K	Buy	5,934 +5	+0.1%	+$300	0.2%	83
2023 Q4	$3.49M	Buy	5,929 +287	+5%	+$16.3K	0.23%	74
2023 Q3	$315K	Buy	5,642 +401	+8%	+$24.1K	0.15%	84
2023 Q2	$315K	Sell	5,241 -938	-15%	-$58.4K	0.14%	83
2023 Q1	$383K	Buy	+6,179	New	+$374K	0.17%	76

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LaSalle St. Investment Advisors's KO Position: Q1 2026 in Review

LaSalle St. Investment Advisors reduced its Coca-Cola (KO) stake by 0.33% in Q1 2026, selling an estimated $1.97K and leaving 7,741 shares worth $589K. The position accounts for 0.08% of the portfolio, ranked #177.

LaSalle St. Investment Advisors first reported a position in KO in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.49M in Q4 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

LaSalle St. Investment Advisors held 7,741 shares of Coca-Cola worth $589K as of Q1 2026.
LaSalle St. Investment Advisors sold 26 Coca-Cola shares in Q1 2026, an estimated $1.97K.
Coca-Cola made up 0.08% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #177 holding.
LaSalle St. Investment Advisors first reported a position in Coca-Cola in Q1 2023 and has held it in 13 quarters since.
LaSalle St. Investment Advisors's Coca-Cola position peaked at $3.49M in Q4 2023.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.