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Lawood & Co’s Coca-Cola KO Stock Holding History

Lawood & Co’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
Q3 		$2.13M Sell
24,715
-430
-2% -$37.3K 1.47% 20
2026
Q2 		$2.04M Buy
25,145
+610
+2% +$48.2K 1.38% 21
2026
Q1 		$1.87M Buy
24,535
+1,724
+8% +$130K 1.73% 18
2025
Q4 		$1.59M Buy
+22,811
New +$1.59M 1.51% 21

Other funds holding KO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Lawood & Co's KO Position: Q3 2026 in Review

Lawood & Co reduced its Coca-Cola (KO) stake by 1.7% in Q3 2026, selling an estimated $37.3K and leaving 24,715 shares worth $2.13M. The position accounts for 1.47% of the portfolio, ranked #20.

Lawood & Co first reported a position in KO in Q4 2025 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Lawood & Co held 24,715 shares of Coca-Cola worth $2.13M as of Q3 2026.
  • Lawood & Co sold 430 Coca-Cola shares in Q3 2026, an estimated $37.3K.
  • Coca-Cola made up 1.47% of Lawood & Co's portfolio in Q3 2026, its #20 holding.
  • Lawood & Co first reported a position in Coca-Cola in Q4 2025 and has held it in 4 quarters since.
  • 217 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.