Lavaca Capital’s Coca-Cola KO Stock Holding History

Lavaca Capital’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	$45K	Hold	592	–	–	0.01%	175
2025 Q4	$41.4K	Hold	592	–	–	0.01%	184
2025 Q3	$39.3K	Hold	592	–	–	0.01%	176
2025 Q2	$41.9K	Buy	592 +100	+20%	+$7.12K	0.02%	174
2025 Q1	$35.2K	Hold	492	–	–	0.01%	173
2024 Q4	$30.6K	Buy	+492	New	+$32.1K	0.01%	224
2023 Q3	–	Sell	-5,461	Closed	-$329K	–	150
2023 Q2	$329K	Buy	+5,461	New	+$340K	0.1%	127
2019 Q2	–	Sell	-3,207	Closed	-$150K	–	225
2019 Q1	$150K	Hold	3,207	–	–	0.13%	83
2018 Q4	$152K	Buy	+3,207	New	+$153K	0.15%	74

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

Lavaca Capital's KO Position: Q1 2026 in Review

Lavaca Capital held its Coca-Cola (KO) position steady in Q1 2026 at 592 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #175.

Lavaca Capital first reported a position in KO in Q4 2018 and has held it in 9 quarters since. The position peaked at $329K in Q2 2023. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Lavaca Capital held 592 shares of Coca-Cola worth $45K as of Q1 2026.
Lavaca Capital left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.01% of Lavaca Capital's portfolio in Q1 2026, its #175 holding.
Lavaca Capital first reported a position in Coca-Cola in Q4 2018 and has held it in 9 quarters since.
Lavaca Capital's Coca-Cola position peaked at $329K in Q2 2023.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.