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Lauterbach Financial Advisors’s Coca-Cola KO Stock Holding History

Lauterbach Financial 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
Q2 		$218K Hold
2,682
– – 0.09% 81
2026
Q1 		$204K Buy
+2,682
New +$203K 0.1% 76
2025
Q2 		– Sell
-2,975
Closed -$213K – 81
2025
Q1 		$213K Buy
+2,975
New +$199K 0.13% 69
2024
Q4 		– Sell
-2,889
Closed -$208K – 76
2024
Q3 		$208K Hold
2,889
– – 0.13% 65
2024
Q2 		$200K Buy
+2,889
New +$179K 0.13% 63

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Lauterbach Financial Advisors's KO Position: Q2 2026 in Review

Lauterbach Financial Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 2,682 shares worth $218K. The position accounts for 0.09% of the portfolio, ranked #81.

Lauterbach Financial Advisors first reported a position in KO in Q2 2024 and has held it in 5 quarters since. 1,737 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Lauterbach Financial Advisors held 2,682 shares of Coca-Cola worth $218K as of Q2 2026.
  • Lauterbach Financial Advisors left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.09% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #81 holding.
  • Lauterbach Financial Advisors first reported a position in Coca-Cola in Q2 2024 and has held it in 5 quarters since.
  • 1,737 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.