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LGT Financial Advisors’s Coca-Cola KO Stock Holding History

LGT Financial 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
2025
Q3 		– Sell
-52
Closed -$3.68K – 530
2025
Q2 		$3.68K Buy
+52
New +$3.7K 0.01% 321
2025
Q1 		– Sell
-1,500
Closed -$93.4K – 533
2024
Q4 		$93.4K Buy
+1,500
New +$97.9K 0.21% 98
2024
Q2 		– Sell
-94,574
Closed -$5.79M – 824
2024
Q1 		$5.79M Hold
94,574
– – 6.72% 1
2023
Q4 		$5.57M Sell
94,574
-35
-0% -$1.99K 6.81% 1
2023
Q3 		$5.3M Hold
94,609
– – 6.73% 1
2023
Q2 		$5.7M Hold
94,609
– – 6.06% 1
2023
Q1 		$5.87M Hold
94,609
– – 10.93% 1
2022
Q4 		$6.02M Buy
+94,609
New +$5.71M 7.08% 2

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGT Financial Advisors's KO Position: Q3 2025 in Review

LGT Financial Advisors sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 52 shares — an estimated $3.68K sold.

LGT Financial Advisors first reported a position in KO in Q4 2022 and held it in 8 quarters. The position peaked at $6.02M in Q4 2022. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • LGT Financial Advisors reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 52 Coca-Cola shares in Q3 2025, an estimated $3.68K.
  • LGT Financial Advisors first reported a position in Coca-Cola in Q4 2022 and held it in 8 quarters.
  • LGT Financial Advisors's Coca-Cola position peaked at $6.02M in Q4 2022.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.