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Lawson Kroeker Investment Management’s Coca-Cola KO Stock Holding History

Lawson Kroeker 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
Q2 		$1.1M Sell
13,490
-335
-2% -$26.5K 0.3% 39
2026
Q1 		$1.05M Sell
13,825
-426
-3% -$32.2K 0.31% 39
2025
Q4 		$996K Sell
14,251
-82,918
-85% -$5.78M 0.3% 42
2025
Q3 		$6.44M Sell
97,169
-69
-0.1% -$4.75K 1.18% 30
2025
Q2 		$6.88M Sell
97,238
-10,100
-9% -$719K 1.28% 27
2025
Q1 		$7.69M Sell
107,338
-65
-0.1% -$4.34K 1.42% 25
2024
Q4 		$6.69M Sell
107,403
-695
-0.6% -$45.4K 1.26% 28
2024
Q3 		$7.77M Sell
108,098
-550
-0.5% -$37.7K 1.42% 27
2024
Q2 		$6.92M Sell
108,648
-235
-0.2% -$14.5K 1.34% 28
2024
Q1 		$6.66M Sell
108,883
-465
-0.4% -$27.9K 1.26% 29
2023
Q4 		$6.44M Sell
109,348
-49
-0% -$2.78K 1.32% 30
2023
Q3 		$6.12M Sell
109,397
-300
-0.3% -$18K 1.35% 30
2023
Q2 		$6.61M Hold
109,697
– – 1.59% 29
2023
Q1 		$6.8M Buy
109,697
+92,707
+546% +$5.61M 1.53% 25
2022
Q4 		$1.08M Sell
16,990
-650
-4% -$39.2K 0.36% 38
2022
Q3 		$988K Sell
17,640
-580
-3% -$36K 0.35% 42
2022
Q2 		$1.15M Sell
18,220
-355
-2% -$22.5K 0.39% 42
2022
Q1 		$1.15M Sell
18,575
-400
-2% -$24.3K 0.36% 40
2021
Q4 		$1.12M Sell
18,975
-400
-2% -$22.3K 0.35% 40
2021
Q3 		$1.02M Sell
19,375
-35
-0.2% -$1.95K 0.34% 41
2021
Q2 		$1.05M Sell
19,410
-900
-4% -$49K 0.33% 40
2021
Q1 		$1.07M Sell
20,310
-65
-0.3% -$3.27K 0.37% 39
2020
Q4 		$1.12M Sell
20,375
-380
-2% -$19.6K 0.42% 39
2020
Q3 		$1.02M Buy
20,755
+4,550
+28% +$219K 0.46% 37
2020
Q2 		$724K Hold
16,205
– – 0.34% 40
2020
Q1 		$717K Hold
16,205
– – 0.4% 39
2019
Q4 		$897K Sell
16,205
-1,800
-10% -$96.8K 0.33% 41
2019
Q3 		$980K Sell
18,005
-725
-4% -$38.8K 0.37% 39
2019
Q2 		$954K Sell
18,730
-1,100
-6% -$53.9K 0.32% 41
2019
Q1 		$929K Sell
19,830
-470
-2% -$22K 0.33% 42
2018
Q4 		$961K Sell
20,300
-500
-2% -$23.9K 0.38% 39
2018
Q3 		$961K Sell
20,800
-300
-1% -$13.7K 0.31% 41
2018
Q2 		$925K Sell
21,100
-500
-2% -$21.6K 0.33% 45
2018
Q1 		$938K Buy
21,600
+885
+4% +$39.8K 0.31% 46
2017
Q4 		$950K Sell
20,715
-1,250
-6% -$57.5K 0.31% 46
2017
Q3 		$989K Hold
21,965
– – 0.31% 47
2017
Q2 		$985K Buy
21,965
+280
+1% +$12.4K 0.33% 47
2017
Q1 		$920K Sell
21,685
-1,200
-5% -$50.1K 0.31% 48
2016
Q4 		$949K Sell
22,885
-975
-4% -$40.6K 0.33% 50
2016
Q3 		$1.01M Buy
23,860
+1,950
+9% +$85.5K 0.33% 49
2016
Q2 		$993K Buy
21,910
+100
+0.5% +$4.52K 0.33% 49
2016
Q1 		$1.01M Sell
21,810
-20,425
-48% -$889K 0.35% 49
2015
Q4 		$1.81M Sell
42,235
-995
-2% -$42.2K 0.63% 38
2015
Q3 		$1.73M Buy
43,230
+5,193
+14% +$208K 0.58% 41
2015
Q2 		$1.49M Sell
38,037
-2,050
-5% -$83.4K 0.44% 44
2015
Q1 		$1.63M Buy
40,087
+18,377
+85% +$769K 0.47% 42
2014
Q4 		$917K Buy
21,710
+1,600
+8% +$68.3K 0.29% 52
2014
Q3 		$858K Buy
20,110
+650
+3% +$26.9K 0.26% 53
2014
Q2 		$824K Buy
19,460
+1,000
+5% +$40.6K 0.24% 54
2014
Q1 		$714K Buy
18,460
+2,815
+18% +$109K 0.22% 57
2013
Q4 		$646K Sell
15,645
-1,200
-7% -$47.3K 0.2% 57
2013
Q3 		$638K Sell
16,845
-18,500
-52% -$731K 0.21% 55
2013
Q2 		$1.42M Buy
+35,345
New +$1.46M 0.5% 44

Other funds holding KO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Lawson Kroeker Investment Management's KO Position: Q2 2026 in Review

Lawson Kroeker Investment Management reduced its Coca-Cola (KO) stake by 2.4% in Q2 2026, selling an estimated $26.5K and leaving 13,490 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #39.

Lawson Kroeker Investment Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.77M in Q3 2024. 2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Lawson Kroeker Investment Management held 13,490 shares of Coca-Cola worth $1.1M as of Q2 2026.
  • Lawson Kroeker Investment Management sold 335 Coca-Cola shares in Q2 2026, an estimated $26.5K.
  • Coca-Cola made up 0.3% of Lawson Kroeker Investment Management's portfolio in Q2 2026, its #39 holding.
  • Lawson Kroeker Investment Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • Lawson Kroeker Investment Management's Coca-Cola position peaked at $7.77M in Q3 2024.
  • 2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.