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Lifeworks Advisors’s Coca-Cola KO Stock Holding History

Lifeworks 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
2026
Q1 		$1.02M Sell
13,474
-156
-1% -$11.8K 0.13% 126
2025
Q4 		$953K Buy
13,630
+689
+5% +$48K 0.12% 146
2025
Q3 		$858K Buy
12,941
+131
+1% +$9.02K 0.11% 144
2025
Q2 		$906K Sell
12,810
-602
-4% -$42.9K 0.14% 136
2025
Q1 		$961K Sell
13,412
-527
-4% -$35.2K 0.16% 128
2024
Q4 		$868K Buy
13,939
+310
+2% +$20.2K 0.16% 126
2024
Q3 		$979K Buy
13,629
+596
+5% +$40.8K 0.19% 114
2024
Q2 		$830K Sell
13,033
-1,425
-10% -$88.2K 0.23% 98
2024
Q1 		$885K Buy
14,458
+3,041
+27% +$183K 0.25% 94
2023
Q4 		$673K Sell
11,417
-1,172
-9% -$66.6K 0.23% 100
2023
Q3 		$705K Sell
12,589
-183
-1% -$11K 0.27% 98
2023
Q2 		$769K Buy
12,772
+26
+0.2% +$1.62K 0.33% 84
2023
Q1 		$791K Buy
12,746
+899
+8% +$54.4K 0.37% 84
2022
Q4 		$754K Sell
11,847
-3,058
-21% -$185K 0.42% 76
2022
Q3 		$892K Sell
14,905
-737
-5% -$45.8K 0.51% 74
2022
Q2 		$984K Buy
15,642
+317
+2% +$20.1K 0.62% 50
2022
Q1 		$950K Sell
15,325
-13,336
-47% -$811K 0.63% 55
2021
Q4 		$1.7M Buy
+28,661
New +$1.6M 1.35% 18

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

Lifeworks Advisors's KO Position: Q1 2026 in Review

Lifeworks Advisors reduced its Coca-Cola (KO) stake by 1.1% in Q1 2026, selling an estimated $11.8K and leaving 13,474 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #126.

Lifeworks Advisors first reported a position in KO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.7M in Q4 2021. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Lifeworks Advisors held 13,474 shares of Coca-Cola worth $1.02M as of Q1 2026.
  • Lifeworks Advisors sold 156 Coca-Cola shares in Q1 2026, an estimated $11.8K.
  • Coca-Cola made up 0.13% of Lifeworks Advisors's portfolio in Q1 2026, its #126 holding.
  • Lifeworks Advisors first reported a position in Coca-Cola in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's Coca-Cola position peaked at $1.7M in Q4 2021.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.