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Lighthouse Financial Services’s Coca-Cola KO Stock Holding History

Lighthouse Financial Services’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 		$229K Buy
2,818
+2
+0.1% +$158 0.05% 98
2026
Q1 		$214K Buy
+2,816
New +$213K 0.05% 98

Other funds holding KO

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lighthouse Financial Services's KO Position: Q2 2026 in Review

Lighthouse Financial Services increased its Coca-Cola (KO) stake by 0.07% in Q2 2026, buying an estimated $158 and bringing the position to 2,818 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #98.

Lighthouse Financial Services first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,627 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Lighthouse Financial Services held 2,818 shares of Coca-Cola worth $229K as of Q2 2026.
  • Lighthouse Financial Services bought 2 Coca-Cola shares in Q2 2026, an estimated $158.
  • Coca-Cola made up 0.05% of Lighthouse Financial Services's portfolio in Q2 2026, its #98 holding.
  • Lighthouse Financial Services first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
  • 3,627 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Lighthouse Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.