LFM
KO icon

LGT Fund Management’s Coca-Cola KO Stock Holding History

LGT Fund 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
Q1 		$51.1M Buy
672,075
+330,042
+96% +$25M 2.22% 11
2025
Q4 		$24M Buy
342,033
+2,500
+0.7% +$174K 1.89% 11
2025
Q3 		$22.7M Sell
339,533
-12,264
-3% -$844K 1.83% 11
2025
Q2 		$24.9M Buy
351,797
+21,121
+6% +$1.5M 2.18% 10
2025
Q1 		$23.7M Buy
330,676
+46,291
+16% +$3.09M 2.14% 8
2024
Q4 		$17.7M Buy
284,385
+42,900
+18% +$2.8M 1.55% 15
2024
Q3 		$17.1M Buy
241,485
+34,328
+17% +$2.35M 1.78% 10
2024
Q2 		$13.2M Buy
207,157
+169,477
+450% +$10.5M 1.64% 14
2024
Q1 		$2.31M Sell
37,680
-17,320
-31% -$1.04M 0.96% 39
2023
Q4 		$3.23M Buy
55,000
+11,800
+27% +$670K 1.39% 20
2023
Q3 		$2.4M Buy
43,200
+150
+0.3% +$9K 1.17% 31
2023
Q2 		$2.59M Buy
43,050
+16,450
+62% +$1.02M 1.19% 31
2023
Q1 		$1.65M Sell
26,600
-70,000
-72% -$4.24M 0.7% 59
2022
Q4 		$6.14M Hold
96,600
– – 2.65% 6
2022
Q3 		$5.41M Sell
96,600
-41,564
-30% -$2.58M 2.54% 7
2022
Q2 		$8.69M Sell
138,164
-11,862
-8% -$752K 1.27% 16
2022
Q1 		$9.43M Buy
150,026
+143,426
+2,173% +$8.72M 1.26% 13
2021
Q4 		$391K Buy
+6,600
New +$368K 0.11% 111

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

LGT Fund Management's KO Position: Q1 2026 in Review

LGT Fund Management increased its Coca-Cola (KO) stake by 96% in Q1 2026, buying an estimated $25M and bringing the position to 672,075 shares worth $51.1M. The position accounts for 2.22% of the portfolio, ranked #11.

LGT Fund Management first reported a position in KO in Q4 2021 and has held it in 18 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • LGT Fund Management held 672,075 shares of Coca-Cola worth $51.1M as of Q1 2026.
  • LGT Fund Management bought 330,042 Coca-Cola shares in Q1 2026, an estimated $25M.
  • Coca-Cola made up 2.22% of LGT Fund Management's portfolio in Q1 2026, its #11 holding.
  • LGT Fund Management first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on LGT Fund Management's 13F filing for Q1 2026, filed 28 Apr 2026.