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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
Q2 		$50.4M Sell
620,204
-51,871
-8% -$4.1M 2.1% 11
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LGT Fund Management's KO Position: Q2 2026 in Review

LGT Fund Management reduced its Coca-Cola (KO) stake by 7.7% in Q2 2026, selling an estimated $4.1M and leaving 620,204 shares worth $50.4M. The position accounts for 2.1% of the portfolio, ranked #11.

LGT Fund Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $51.1M in Q1 2026. 3,633 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • LGT Fund Management held 620,204 shares of Coca-Cola worth $50.4M as of Q2 2026.
  • LGT Fund Management sold 51,871 Coca-Cola shares in Q2 2026, an estimated $4.1M.
  • Coca-Cola made up 2.1% of LGT Fund Management's portfolio in Q2 2026, its #11 holding.
  • LGT Fund Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • LGT Fund Management's Coca-Cola position peaked at $51.1M in Q1 2026.
  • 3,633 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on LGT Fund Management's 13F filing for Q2 2026, filed 10 Aug 2026.