LWM
KO icon

Liberty Wealth Management’s Coca-Cola KO Stock Holding History

Liberty Wealth 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 		$729K Sell
9,577
-1,140
-11% -$86.2K 0.09% 120
2025
Q4 		$749K Buy
10,717
+1,199
+13% +$83.6K 0.1% 106
2025
Q3 		$631K Buy
9,518
+289
+3% +$19.9K 0.09% 114
2025
Q2 		$653K Buy
9,229
+321
+4% +$22.9K 0.1% 108
2025
Q1 		$638K Sell
8,908
-87
-1% -$5.81K 0.12% 79
2024
Q4 		$560K Buy
8,995
+216
+2% +$14.1K 0.09% 109
2024
Q3 		$631K Sell
8,779
-39,283
-82% -$2.69M 0.11% 105
2024
Q2 		$527K Buy
48,062
+39,259
+446% +$2.43M 0.1% 111
2024
Q1 		$539K Buy
8,803
+1,286
+17% +$77.3K 0.11% 101
2023
Q4 		$443K Buy
7,517
+384
+5% +$21.8K 0.1% 104
2023
Q3 		$399K Buy
7,133
+31
+0.4% +$1.86K 0.1% 106
2023
Q2 		$428K Buy
7,102
+77
+1% +$4.79K 0.11% 108
2023
Q1 		$436K Buy
+7,025
New +$425K 0.09% 135
2022
Q3 		$350K Buy
6,263
+25
+0.4% +$1.55K 0.09% 97
2022
Q2 		$390K Buy
6,238
+55
+0.9% +$3.49K 0.16% 93
2022
Q1 		$383K Sell
6,183
-388
-6% -$23.6K 0.14% 94
2021
Q4 		$389 Sell
6,571
-747
-10% -$41.6K 0.02% 110
2021
Q3 		$387K Buy
7,318
+617
+9% +$34.4K 0.14% 95
2021
Q2 		$351K Buy
6,701
+228
+4% +$12.4K 0.14% 88
2021
Q1 		$313K Hold
6,473
– – 0.15% 83
2020
Q4 		$313K Sell
6,473
-3
-0% -$155 0.15% 83
2020
Q3 		$320K Buy
6,476
+1,102
+21% +$53K 0.19% 72
2020
Q2 		$240K Sell
5,374
-171
-3% -$7.88K 0.17% 81
2020
Q1 		$245K Sell
5,545
-229
-4% -$12.4K 0.21% 74
2019
Q4 		$319K Buy
5,774
+864
+18% +$46.5K 0.25% 76
2019
Q3 		$267K Sell
4,910
-3,554
-42% -$190K 0.25% 76
2019
Q2 		$431K Sell
8,464
-39,858
-82% -$1.95M 0.38% 57
2019
Q1 		$2.26M Sell
48,322
-878
-2% -$41.1K 1.7% 9
2018
Q4 		$2.33M Buy
+49,200
New +$2.35M 1.74% 11

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 Wealth Management's KO Position: Q1 2026 in Review

Liberty Wealth Management reduced its Coca-Cola (KO) stake by 11% in Q1 2026, selling an estimated $86.2K and leaving 9,577 shares worth $729K. The position accounts for 0.09% of the portfolio, ranked #120.

Liberty Wealth Management first reported a position in KO in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.33M in Q4 2018. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Liberty Wealth Management held 9,577 shares of Coca-Cola worth $729K as of Q1 2026.
  • Liberty Wealth Management sold 1,140 Coca-Cola shares in Q1 2026, an estimated $86.2K.
  • Coca-Cola made up 0.09% of Liberty Wealth Management's portfolio in Q1 2026, its #120 holding.
  • Liberty Wealth Management first reported a position in Coca-Cola in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's Coca-Cola position peaked at $2.33M in Q4 2018.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.