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 Q2	$52.2K	Buy	642 +50	+8%	+$3.95K	0.01%	206
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lavaca Capital's KO Position: Q2 2026 in Review

Lavaca Capital increased its Coca-Cola (KO) stake by 8.4% in Q2 2026, buying an estimated $3.95K and bringing the position to 642 shares worth $52.2K. The position accounts for 0.01% of the portfolio, ranked #206.

Lavaca Capital first reported a position in KO in Q4 2018 and has held it in 10 quarters since. The position peaked at $329K in Q2 2023. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Lavaca Capital held 642 shares of Coca-Cola worth $52.2K as of Q2 2026.
Lavaca Capital bought 50 Coca-Cola shares in Q2 2026, an estimated $3.95K.
Coca-Cola made up 0.01% of Lavaca Capital's portfolio in Q2 2026, its #206 holding.
Lavaca Capital first reported a position in Coca-Cola in Q4 2018 and has held it in 10 quarters since.
Lavaca Capital's Coca-Cola position peaked at $329K in Q2 2023.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.