Lathrop Investment Management’s Coca-Cola KO Stock Holding History

Lathrop Investment Management’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	$965K	Hold	12,686	–	–	0.18%	49
2025 Q4	$887K	Hold	12,686	–	–	0.16%	52
2025 Q3	$841K	Sell	12,686 -40	-0.3%	-$2.75K	0.16%	52
2025 Q2	$900K	Sell	12,726 -921	-7%	-$65.6K	0.17%	50
2025 Q1	$977K	Sell	13,647 -231	-2%	-$15.4K	0.19%	49
2024 Q4	$864K	Sell	13,878 -1,375	-9%	-$89.8K	0.16%	51
2024 Q3	$1.1M	Buy	15,253 +275	+2%	+$18.8K	0.2%	49
2024 Q2	$953K	Sell	14,978 -824	-5%	-$51K	0.19%	48
2024 Q1	$967K	Sell	15,802 -23	-0.1%	-$1.38K	0.19%	48
2023 Q4	$933K	Sell	15,825 -86	-0.5%	-$4.88K	0.19%	45
2023 Q3	$891K	Hold	15,911	–	–	0.19%	46
2023 Q2	$958K	Hold	15,911	–	–	0.19%	46
2023 Q1	$987K	Sell	15,911 -51	-0.3%	-$3.09K	0.21%	43
2022 Q4	$1.01M	Sell	15,962 -75	-0.5%	-$4.53K	0.22%	40
2022 Q3	$898K	Sell	16,037 -62	-0.4%	-$3.85K	0.24%	38
2022 Q2	$1.01M	Hold	16,099	–	–	0.25%	38
2022 Q1	$998K	Hold	16,099	–	–	0.21%	39
2021 Q4	$953K	Hold	16,099	–	–	0.19%	39
2021 Q3	$845K	Buy	16,099 +10	+0.1%	+$557	0.18%	39
2021 Q2	$871K	Hold	16,089	–	–	0.18%	39
2021 Q1	$848K	Buy	16,089 +536	+3%	+$27K	0.19%	40
2020 Q4	$853K	Buy	15,553 +70	+0.5%	+$3.62K	0.21%	38
2020 Q3	$764K	Sell	15,483 -346	-2%	-$16.6K	0.22%	38
2020 Q2	$707K	Hold	15,829	–	–	0.21%	40
2020 Q1	$700K	Hold	15,829	–	–	0.25%	40
2019 Q4	$876K	Sell	15,829 -33	-0.2%	-$1.77K	0.23%	34
2019 Q3	$864K	Hold	15,862	–	–	0.24%	33
2019 Q2	$808K	Hold	15,862	–	–	0.23%	35
2019 Q1	$743K	Buy	15,862 +400	+3%	+$18.7K	0.22%	35
2018 Q4	$732K	Buy	15,462 +12	+0.1%	+$574	0.26%	33
2018 Q3	$714K	Buy	15,450 +1,536	+11%	+$70.2K	0.18%	36
2018 Q2	$610K	Buy	13,914 +33	+0.2%	+$1.43K	0.17%	36
2018 Q1	$603K	Sell	13,881 -907	-6%	-$40.7K	0.17%	36
2017 Q4	$678K	Sell	14,788 -400	-3%	-$18.4K	0.19%	36
2017 Q3	$684K	Hold	15,188	–	–	0.19%	35
2017 Q2	$681K	Hold	15,188	–	–	0.19%	35
2017 Q1	$645K	Sell	15,188 -449	-3%	-$18.7K	0.19%	35
2016 Q4	$648K	Sell	15,637 -15,913	-50%	-$662K	0.2%	36
2016 Q3	$1.38M	Buy	31,550 +15,637	+98%	+$685K	0.21%	36
2016 Q2	$721K	Hold	15,913	–	–	0.22%	35
2016 Q1	$738K	Buy	15,913 +621	+4%	+$27K	0.23%	33
2015 Q4	$657K	Hold	15,292	–	–	0.21%	34
2015 Q3	$614K	Sell	15,292 -750	-5%	-$30K	0.21%	34
2015 Q2	$629K	Buy	16,042 +150	+0.9%	+$6.1K	0.21%	36
2015 Q1	$644K	Buy	15,892 +201	+1%	+$8.41K	0.22%	35
2014 Q4	$662K	Buy	15,691 +8,250	+111%	+$352K	0.24%	35
2014 Q3	$317K	Sell	7,441 -3,150	-30%	-$130K	0.12%	46
2014 Q2	$449K	Sell	10,591 -800	-7%	-$32.5K	0.17%	41
2014 Q1	$440K	Sell	11,391 -500	-4%	-$19.3K	0.18%	41
2013 Q4	$491K	Sell	11,891 -587	-5%	-$23.2K	0.21%	39
2013 Q3	$473K	Sell	12,478 -960	-7%	-$37.9K	0.22%	36
2013 Q2	$539K	Buy	+13,438	New	+$556K	0.27%	37

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

Lathrop Investment Management's KO Position: Q1 2026 in Review

Lathrop Investment Management held its Coca-Cola (KO) position steady in Q1 2026 at 12,686 shares worth $965K. The position accounts for 0.18% of the portfolio, ranked #49.

Lathrop Investment Management first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.38M in Q3 2016. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Lathrop Investment Management held 12,686 shares of Coca-Cola worth $965K as of Q1 2026.
Lathrop Investment Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.18% of Lathrop Investment Management's portfolio in Q1 2026, its #49 holding.
Lathrop Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Lathrop Investment Management's Coca-Cola position peaked at $1.38M in Q3 2016.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Lathrop Investment Management's 13F filing for Q1 2026, filed 12 May 2026.