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LBMC Investment Advisors’s Coca-Cola KO Stock Holding History

LBMC Investment 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
Q1 		$2.95M Sell
38,759
-127
-0.3% -$9.6K 0.18% 60
2025
Q4 		$2.72M Buy
38,886
+143
+0.4% +$9.97K 0.17% 63
2025
Q3 		$2.57M Sell
38,743
-154
-0.4% -$10.6K 0.16% 66
2025
Q2 		$2.75M Sell
38,897
-993
-2% -$70.7K 0.2% 56
2025
Q1 		$2.86M Buy
39,890
+1,487
+4% +$99.3K 0.22% 51
2024
Q4 		$2.39M Buy
38,403
+16
+0% +$1.04K 0.19% 51
2024
Q3 		$2.76M Buy
38,387
+8
+0% +$548 0.22% 47
2024
Q2 		$2.44M Buy
38,379
+9
+0% +$557 0.21% 48
2024
Q1 		$2.35M Hold
38,370
– – 0.2% 49
2023
Q4 		$2.26M Sell
38,370
-620
-2% -$35.2K 0.22% 36
2023
Q3 		$2.14M Buy
38,990
+213
+0.5% +$12.8K 0.23% 37
2023
Q2 		$2.34M Buy
38,777
+8
+0% +$498 0.23% 35
2023
Q1 		$2.4M Buy
38,769
+7,650
+25% +$463K 0.24% 34
2022
Q4 		$1.98M Buy
31,119
+15
+0% +$906 0.21% 34
2022
Q3 		$1.74M Buy
31,104
+7
+0% +$435 0.2% 37
2022
Q2 		$1.96M Sell
31,097
-167
-0.5% -$10.6K 0.21% 33
2022
Q1 		$1.94M Sell
31,264
-310
-1% -$18.9K 0.17% 41
2021
Q4 		$1.87M Sell
31,574
-217
-0.7% -$12.1K 0.16% 42
2021
Q3 		$1.67K Hold
31,791
– – 0.16% 45
2021
Q2 		$1.72M Buy
31,791
+847
+3% +$46.1K 0.16% 46
2021
Q1 		$1.63M Buy
30,944
+12
+0% +$604 0.17% 45
2020
Q4 		$1.7M Buy
30,932
+286
+0.9% +$14.8K 0.2% 43
2020
Q3 		$1.51M Buy
30,646
+13
+0% +$625 0.21% 41
2020
Q2 		$1.37M Buy
30,633
+13
+0% +$599 0.22% 36
2020
Q1 		$1.35M Buy
30,620
+1,091
+4% +$58.9K 0.25% 29
2019
Q4 		$1.63M Buy
29,529
+14
+0% +$753 0.23% 30
2019
Q3 		$1.61M Sell
29,515
-186
-0.6% -$9.96K 0.24% 29
2019
Q2 		$1.51M Buy
29,701
+543
+2% +$26.6K 0.23% 30
2019
Q1 		$1.37M Buy
29,158
+1,448
+5% +$67.7K 0.22% 31
2018
Q4 		$1.31M Buy
27,710
+263
+1% +$12.6K 0.24% 28
2018
Q3 		$1.27M Sell
27,447
-2,413
-8% -$110K 0.2% 29
2018
Q2 		$1.31M Buy
29,860
+204
+0.7% +$8.81K 0.22% 28
2018
Q1 		$1.29M Sell
29,656
-1,351
-4% -$60.7K 0.22% 27
2017
Q4 		$1.42M Buy
31,007
+13,053
+73% +$600K 0.23% 26
2017
Q3 		$808K Buy
17,954
+192
+1% +$8.73K 0.14% 37
2017
Q2 		$797K Sell
17,762
-999
-5% -$44.1K 0.14% 35
2017
Q1 		$796K Sell
18,761
-915
-5% -$38.2K 0.14% 35
2016
Q4 		$816K Buy
19,676
+613
+3% +$25.5K 0.15% 34
2016
Q3 		$807K Buy
19,063
+5,421
+40% +$238K 0.15% 38
2016
Q2 		$618K Sell
13,642
-638
-4% -$28.8K 0.12% 38
2016
Q1 		$662K Buy
14,280
+1,449
+11% +$63.1K 0.14% 37
2015
Q4 		$551K Buy
12,831
+173
+1% +$7.34K 0.12% 37
2015
Q3 		$508K Buy
12,658
+89
+0.7% +$3.56K 0.11% 38
2015
Q2 		$493K Buy
12,569
+1
+0% +$41 0.1% 37
2015
Q1 		$510K Hold
12,568
– – 0.11% 36
2014
Q4 		$531K Buy
12,568
+2
+0% +$85 0.12% 36
2014
Q3 		$536K Buy
12,566
+104
+0.8% +$4.3K 0.13% 31
2014
Q2 		$528K Sell
12,462
-401
-3% -$16.3K 0.14% 32
2014
Q1 		$497K Buy
12,863
+100
+0.8% +$3.86K 0.13% 32
2013
Q4 		$527K Buy
12,763
+43
+0.3% +$1.7K 0.14% 31
2013
Q3 		$482K Buy
12,720
+7,186
+130% +$284K 0.14% 33
2013
Q2 		$222K Buy
+5,534
New +$229K 0.08% 44

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LBMC Investment Advisors's KO Position: Q1 2026 in Review

LBMC Investment Advisors reduced its Coca-Cola (KO) stake by 0.33% in Q1 2026, selling an estimated $9.6K and leaving 38,759 shares worth $2.95M. The position accounts for 0.18% of the portfolio, ranked #60.

LBMC Investment Advisors first reported a position in KO in Q2 2013 and has held it in 52 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • LBMC Investment Advisors held 38,759 shares of Coca-Cola worth $2.95M as of Q1 2026.
  • LBMC Investment Advisors sold 127 Coca-Cola shares in Q1 2026, an estimated $9.6K.
  • Coca-Cola made up 0.18% of LBMC Investment Advisors's portfolio in Q1 2026, its #60 holding.
  • LBMC Investment Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.