LGT Group Foundation
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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
Q2 		$113M Buy
1,389,288
+28,947
+2% +$2.29M 1.28% 18
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 $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 $3.38T AUM 44.17% 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 Group Foundation's KO Position: Q2 2026 in Review

LGT Group Foundation increased its Coca-Cola (KO) stake by 2.1% in Q2 2026, buying an estimated $2.29M and bringing the position to 1,389,288 shares worth $113M. The position accounts for 1.28% of the portfolio, ranked #18.

LGT Group Foundation first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $121M in Q2 2025. 3,650 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • LGT Group Foundation held 1,389,288 shares of Coca-Cola worth $113M as of Q2 2026.
  • LGT Group Foundation bought 28,947 Coca-Cola shares in Q2 2026, an estimated $2.29M.
  • Coca-Cola made up 1.28% of LGT Group Foundation's portfolio in Q2 2026, its #18 holding.
  • LGT Group Foundation first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • LGT Group Foundation's Coca-Cola position peaked at $121M in Q2 2025.
  • 3,650 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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