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Lifestyle Asset Management’s Coca-Cola KO Stock Holding History

Lifestyle Asset 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 		$386K Buy
4,747
+247
+5% +$19.5K 0.1% 91
2026
Q1 		$342K Buy
4,500
+395
+10% +$29.9K 0.11% 102
2025
Q4 		$287K Buy
4,105
+323
+9% +$22.5K 0.09% 117
2025
Q3 		$251K Buy
3,782
+246
+7% +$16.9K 0.09% 121
2025
Q2 		$250K Buy
3,536
+330
+10% +$23.5K 0.12% 112
2025
Q1 		$230K Buy
+3,206
New +$214K 0.13% 99
2024
Q4 		– Sell
-2,880
Closed -$207K – 111
2024
Q3 		$207K Buy
+2,880
New +$197K 0.11% 102
2024
Q2 		– Sell
-3,293
Closed -$201K – 103
2024
Q1 		$201K Sell
3,293
-114
-3% -$6.85K 0.12% 104
2023
Q4 		$201K Sell
3,407
-543
-14% -$30.8K 0.11% 95
2023
Q3 		$221K Buy
3,950
+85
+2% +$5.1K 0.13% 70
2023
Q2 		$233K Buy
3,865
+96
+3% +$5.97K 0.14% 68
2023
Q1 		$234K Buy
3,769
+310
+9% +$18.8K 0.16% 58
2022
Q4 		$220K Buy
+3,459
New +$209K 0.18% 61

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lifestyle Asset Management's KO Position: Q2 2026 in Review

Lifestyle Asset Management increased its Coca-Cola (KO) stake by 5.5% in Q2 2026, buying an estimated $19.5K and bringing the position to 4,747 shares worth $386K. The position accounts for 0.1% of the portfolio, ranked #91.

Lifestyle Asset Management first reported a position in KO in Q4 2022 and has held it in 13 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Lifestyle Asset Management held 4,747 shares of Coca-Cola worth $386K as of Q2 2026.
  • Lifestyle Asset Management bought 247 Coca-Cola shares in Q2 2026, an estimated $19.5K.
  • Coca-Cola made up 0.1% of Lifestyle Asset Management's portfolio in Q2 2026, its #91 holding.
  • Lifestyle Asset Management first reported a position in Coca-Cola in Q4 2022 and has held it in 13 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.