LSWP
KO icon

Liberty Square Wealth Partners’s Coca-Cola KO Stock Holding History

Liberty Square Wealth Partners’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 		$229K Sell
3,010
-483
-14% -$36.5K 0.06% 132
2025
Q4 		$244K Hold
3,493
– – 0.07% 129
2025
Q3 		$232K Sell
3,493
-1,290
-27% -$88.8K 0.07% 133
2025
Q2 		$338K Hold
4,783
– – 0.12% 104
2025
Q1 		$343K Hold
4,783
– – 0.13% 102
2024
Q4 		$329K Buy
+4,783
New +$312K 0.12% 108

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 Square Wealth Partners's KO Position: Q1 2026 in Review

Liberty Square Wealth Partners reduced its Coca-Cola (KO) stake by 14% in Q1 2026, selling an estimated $36.5K and leaving 3,010 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #132.

Liberty Square Wealth Partners first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $343K in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Liberty Square Wealth Partners held 3,010 shares of Coca-Cola worth $229K as of Q1 2026.
  • Liberty Square Wealth Partners sold 483 Coca-Cola shares in Q1 2026, an estimated $36.5K.
  • Coca-Cola made up 0.06% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #132 holding.
  • Liberty Square Wealth Partners first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • Liberty Square Wealth Partners's Coca-Cola position peaked at $343K in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.