Liberty Capital Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $356K | Buy |
+4,377
| New | +$346K | 0.06% | 136 |
|
|
2025
Q4 | $302K | Sell |
4,317
-44
| -1% | -$3.07K | 0.06% | 143 |
|
|
2025
Q3 | $289K | Buy |
4,361
+400
| +10% | +$27.5K | 0.05% | 145 |
|
|
2025
Q2 | $280K | Buy |
3,961
+70
| +2% | +$4.99K | 0.06% | 145 |
|
|
2025
Q1 | $279K | Buy |
3,891
+44
| +1% | +$2.94K | 0.06% | 140 |
|
|
2024
Q4 | $240K | Sell |
3,847
-257
| -6% | -$16.8K | 0.05% | 149 |
|
|
2024
Q3 | $295K | Sell |
4,104
-215
| -5% | -$14.7K | 0.07% | 128 |
|
|
2024
Q2 | $275K | Buy |
4,319
+155
| +4% | +$9.6K | 0.07% | 132 |
|
|
2024
Q1 | $255K | Hold |
4,164
| – | – | 0.06% | 136 |
|
|
2023
Q4 | $245K | Hold |
4,164
| – | – | 0.06% | 139 |
|
|
2023
Q3 | $233K | Hold |
4,164
| – | – | 0.07% | 136 |
|
|
2023
Q2 | $251K | Hold |
4,164
| – | – | 0.08% | 131 |
|
|
2023
Q1 | $258K | Sell |
4,164
-1,000
| -19% | -$60.5K | 0.09% | 117 |
|
|
2022
Q4 | $328K | Hold |
5,164
| – | – | 0.11% | 111 |
|
|
2022
Q3 | $289K | Hold |
5,164
| – | – | 0.11% | 108 |
|
|
2022
Q2 | $325K | Hold |
5,164
| – | – | 0.12% | 106 |
|
|
2022
Q1 | $320K | Hold |
5,164
| – | – | 0.09% | 111 |
|
|
2021
Q4 | $306K | Hold |
5,164
| – | – | 0.08% | 117 |
|
|
2021
Q3 | $271K | Hold |
5,164
| – | – | 0.08% | 113 |
|
|
2021
Q2 | $279K | Hold |
5,164
| – | – | 0.08% | 116 |
|
|
2021
Q1 | $272K | Hold |
5,164
| – | – | 0.09% | 113 |
|
|
2020
Q4 | $283K | Buy |
+5,164
| New | +$267K | 0.1% | 113 |
|
|
2020
Q2 | $219K | Hold |
4,907
| – | – | 0.09% | 110 |
|
|
2020
Q1 | $217K | Hold |
4,907
| – | – | 0.11% | 104 |
|
|
2019
Q4 | $272K | Hold |
4,907
| – | – | 0.11% | 112 |
|
|
2019
Q3 | $267K | Hold |
4,907
| – | – | 0.12% | 110 |
|
|
2019
Q2 | $250K | Buy |
+4,907
| New | +$240K | 0.11% | 113 |
|
|
2018
Q1 | – | Sell |
-3,607
| Closed | -$166K | – | 174 |
|
|
2017
Q4 | $166K | Buy |
3,607
+700
| +24% | +$32.2K | 0.09% | 125 |
|
|
2017
Q3 | $135K | Hold |
2,907
| – | – | 0.07% | 136 |
|
|
2017
Q2 | $129K | Hold |
2,907
| – | – | 0.08% | 130 |
|
|
2017
Q1 | $123K | Hold |
2,907
| – | – | 0.07% | 125 |
|
|
2016
Q4 | $120K | Hold |
2,907
| – | – | 0.08% | 120 |
|
|
2016
Q3 | $122K | Sell |
2,907
-6,000
| -67% | -$263K | 0.08% | 119 |
|
|
2016
Q2 | $404K | Buy |
+8,907
| New | +$403K | 0.27% | 82 |
|
|
2014
Q1 | – | Sell |
-6,670
| Closed | -$276K | – | 99 |
|
|
2013
Q4 | $276K | Sell |
6,670
-500
| -7% | -$19.7K | 0.2% | 90 |
|
|
2013
Q3 | $272K | Sell |
7,170
-1,000
| -12% | -$39.5K | 0.22% | 88 |
|
|
2013
Q2 | $328K | Buy |
+8,170
| New | +$338K | 0.28% | 78 |
|
Other funds holding KO
RG
ECSS
Liberty Capital Management's KO Position: Q2 2026 in Review
Liberty Capital Management opened a new position in Coca-Cola (KO) in Q2 2026: 4,377 shares worth $356K. The stake represents 0.06% of the portfolio and ranks #136 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in KO as recently as Q4 2025.
Liberty Capital Management first reported a position in KO in Q2 2013 and has held it in 37 quarters since. The position peaked at $404K in Q2 2016. 1,872 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Liberty Capital Management held 4,377 shares of Coca-Cola worth $356K as of Q2 2026.
- Coca-Cola was a new Liberty Capital Management position in Q2 2026.
- Coca-Cola made up 0.06% of Liberty Capital Management's portfolio in Q2 2026, its #136 holding.
- Liberty Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 37 quarters since.
- Liberty Capital Management's Coca-Cola position peaked at $404K in Q2 2016.
- 1,872 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.