Lido Advisors’s Coca-Cola KO Stock Holding History

Lido Advisors’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
2025 Q1	–	Sell	-1,300	Closed	-$80.9K	–	1571
2024 Q4	$80.9K	Hold	1,300	–	–	﹤0.01%	1457
2024 Q3	$93.4K	Hold	1,300	–	–	﹤0.01%	1400
2024 Q2	$82.7K	Hold	1,300	–	–	﹤0.01%	1356
2024 Q1	$79.5K	Sell	1,300 -6,000	-82%	-$360K	﹤0.01%	1329
2023 Q4	$430K	Hold	7,300	–	–	﹤0.01%	914
2023 Q3	$409K	Buy	7,300 +1,300	+22%	+$78K	﹤0.01%	801
2023 Q2	$361K	Hold	6,000	–	–	﹤0.01%	844
2023 Q1	$372K	Hold	6,000	–	–	﹤0.01%	800
2022 Q4	$382K	Hold	6,000	–	–	﹤0.01%	710
2022 Q3	$336K	Hold	6,000	–	–	﹤0.01%	704
2022 Q2	$377K	Hold	6,000	–	–	0.01%	635
2022 Q1	$372K	Sell	6,000 -3,000	-33%	-$182K	﹤0.01%	733
2021 Q4	$532K	Sell	9,000 -800	-8%	-$44.5K	0.01%	595
2021 Q3	$514K	Hold	9,800	–	–	0.01%	586
2021 Q2	$530K	Hold	9,800	–	–	0.01%	528
2021 Q1	$516K	Buy	+9,800	New	+$493K	0.01%	492
2020 Q3	–	Sell	-7,200	Closed	-$321K	–	670
2020 Q2	$321K	Hold	7,200	–	–	0.01%	432
2020 Q1	$318K	Hold	7,200	–	–	0.01%	406
2019 Q4	$398K	Hold	7,200	–	–	0.02%	433
2019 Q3	$391K	Buy	+7,200	New	+$386K	0.02%	390

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lido Advisors's KO Position: Q1 2026 in Review

Lido Advisors increased its Coca-Cola (KO) stake by 2.5% in Q1 2026, buying an estimated $623K and bringing the position to 334,255 shares worth $25.6M. The position accounts for 0.08% of the portfolio, ranked #168.

Lido Advisors first reported a position in KO in Q2 2016 and has held it in 38 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Lido Advisors held 334,255 shares of Coca-Cola worth $25.6M as of Q1 2026.
Lido Advisors bought 8,247 Coca-Cola shares in Q1 2026, an estimated $623K.
Coca-Cola made up 0.08% of Lido Advisors's portfolio in Q1 2026, its #168 holding.
Lido Advisors first reported a position in Coca-Cola in Q2 2016 and has held it in 38 quarters since.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.