LGF
KO icon

LGT Group Foundation’s Coca-Cola KO Stock Holding History

LGT Group Foundation’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 		$103M Sell
1,360,341
-146,109
-10% -$11M 1.26% 22
2025
Q4 		$106M Sell
1,506,450
-88,706
-6% -$6.18M 1.15% 20
2025
Q3 		$107M Sell
1,595,156
-117,854
-7% -$8.11M 1.22% 19
2025
Q2 		$121M Buy
1,713,010
+417,805
+32% +$29.8M 1.52% 16
2025
Q1 		$92.8M Buy
1,295,205
+409,445
+46% +$27.3M 1.28% 18
2024
Q4 		$55.1M Buy
885,760
+32,378
+4% +$2.11M 0.85% 29
2024
Q3 		$60.6M Sell
853,382
-343,699
-29% -$23.5M 0.99% 28
2024
Q2 		$76.2M Buy
1,197,081
+608,889
+104% +$37.7M 1.2% 19
2024
Q1 		$36M Buy
588,192
+66,940
+13% +$4.02M 0.85% 38
2023
Q4 		$30.6M Buy
521,252
+54,563
+12% +$3.1M 0.68% 38
2023
Q3 		$25.9M Sell
466,689
-43,209
-8% -$2.59M 0.64% 43
2023
Q2 		$30.7M Sell
509,898
-46,230
-8% -$2.88M 0.74% 29
2023
Q1 		$34.5M Sell
556,128
-24,221
-4% -$1.47M 0.99% 20
2022
Q4 		$36.9M Buy
580,349
+12,228
+2% +$738K 1.15% 19
2022
Q3 		$31.8M Sell
568,121
-125,665
-18% -$7.81M 1.24% 17
2022
Q2 		$43.6M Sell
693,786
-104,116
-13% -$6.6M 1.33% 15
2022
Q1 		$50.2M Buy
797,902
+78,360
+11% +$4.77M 1.17% 16
2021
Q4 		$42.6M Buy
+719,542
New +$40.1M 1.1% 19

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