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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
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 $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

Liberty One Investment Management's KO Position: Q1 2026 in Review

Liberty One Investment Management increased its Coca-Cola (KO) stake by 12% in Q1 2026, buying an estimated $3.29M and bringing the position to 396,359 shares worth $30.1M. The position accounts for 3.11% of the portfolio, ranked #6.

Liberty One Investment Management first reported a position in KO in Q4 2019 and has held it in 26 quarters since. The position peaked at $58.1M in Q3 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Liberty One Investment Management held 396,359 shares of Coca-Cola worth $30.1M as of Q1 2026.
  • Liberty One Investment Management bought 43,546 Coca-Cola shares in Q1 2026, an estimated $3.29M.
  • Coca-Cola made up 3.11% of Liberty One Investment Management's portfolio in Q1 2026, its #6 holding.
  • Liberty One Investment Management first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's Coca-Cola position peaked at $58.1M in Q3 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.