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Liberty One Investment Management’s Coca-Cola KO Stock Holding History

Liberty One Investment 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 		$31.4M Sell
385,861
-10,498
-3% -$829K 3.14% 5
2026
Q1 		$30.1M Buy
396,359
+43,546
+12% +$3.29M 3.11% 6
2025
Q4 		$24.7M Sell
352,813
-522,294
-60% -$36.4M 3.15% 5
2025
Q3 		$58.1M Buy
875,107
+423,051
+94% +$29.1M 3.26% 9
2025
Q2 		$32M Sell
452,056
-12,470
-3% -$888K 3.24% 4
2025
Q1 		$33.3M Buy
464,526
+6,659
+1% +$445K 3.37% 5
2024
Q4 		$28.5M Buy
457,867
+13,122
+3% +$857K 3.09% 10
2024
Q3 		$32M Buy
444,745
+2,398
+0.5% +$164K 3.27% 8
2024
Q2 		$28.2M Buy
442,347
+13,139
+3% +$813K 3.17% 7
2024
Q1 		$26.3M Buy
429,208
+269
+0.1% +$16.2K 2.97% 10
2023
Q4 		$25.3M Buy
428,939
+16,410
+4% +$932K 3.12% 10
2023
Q3 		$23.1M Buy
412,529
+14,747
+4% +$884K 3.35% 5
2023
Q2 		$24M Buy
397,782
+11,470
+3% +$714K 3.11% 13
2023
Q1 		$24M Buy
386,312
+22,871
+6% +$1.38M 3.27% 11
2022
Q4 		$23.1M Buy
363,441
+19,089
+6% +$1.15M 3.32% 11
2022
Q3 		$19.3M Buy
344,352
+17,815
+5% +$1.11M 3.17% 11
2022
Q2 		$17.7M Sell
326,537
-20,886
-6% -$1.32M 3.01% 11
2022
Q1 		$21.5M Buy
347,423
+658
+0.2% +$40K 3.27% 9
2021
Q4 		$20.5M Buy
346,765
+16,444
+5% +$916K 3.09% 12
2021
Q3 		$17.3M Buy
330,321
+3,784
+1% +$211K 2.96% 14
2021
Q2 		$17.7M Buy
326,537
+8,177
+3% +$445K 2.99% 11
2021
Q1 		$16.8M Buy
318,360
+14,617
+5% +$736K 2.99% 10
2020
Q4 		$16.7M Buy
303,743
+13,018
+4% +$673K 3.13% 13
2020
Q3 		$14.4M Buy
290,725
+19,336
+7% +$930K 2.94% 17
2020
Q2 		$12.1M Buy
271,389
+22,210
+9% +$1.02M 2.72% 19
2020
Q1 		$11M Sell
249,179
-4,302
-2% -$232K 2.84% 19
2019
Q4 		$14M Buy
+253,481
New +$13.6M 3.04% 15

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

Liberty One Investment Management's KO Position: Q2 2026 in Review

Liberty One Investment Management reduced its Coca-Cola (KO) stake by 2.6% in Q2 2026, selling an estimated $829K and leaving 385,861 shares worth $31.4M. The position accounts for 3.14% of the portfolio, ranked #5.

Liberty One Investment Management first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $58.1M in Q3 2025. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Liberty One Investment Management held 385,861 shares of Coca-Cola worth $31.4M as of Q2 2026.
  • Liberty One Investment Management sold 10,498 Coca-Cola shares in Q2 2026, an estimated $829K.
  • Coca-Cola made up 3.14% of Liberty One Investment Management's portfolio in Q2 2026, its #5 holding.
  • Liberty One Investment Management first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Coca-Cola position peaked at $58.1M in Q3 2025.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.