Lighthouse Investment Partners’s Coca-Cola KO Stock Holding History

Lighthouse Investment Partners’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	–	Sell	-18,722	Closed	-$1.31M	–	892
2025 Q4	$1.31M	Sell	18,722 -81,859	-81%	-$5.71M	0.04%	427
2025 Q3	$6.67M	Buy	100,581 +67,458	+204%	+$4.64M	0.2%	143
2025 Q2	$2.34M	Buy	+33,123	New	+$2.36M	0.09%	278
2025 Q1	–	Sell	-475,425	Closed	-$29.6M	–	566
2024 Q4	$29.6M	Buy	475,425 +402,595	+553%	+$26.3M	0.98%	12
2024 Q3	$5.23M	Sell	72,830 -202,170	-74%	-$13.8M	0.2%	134
2024 Q2	$17.5M	Sell	275,000 -199,000	-42%	-$12.3M	0.7%	23
2024 Q1	$29M	Sell	474,000 -43,175	-8%	-$2.59M	1.34%	7
2023 Q4	$30.5M	Buy	517,175 +17,175	+3%	+$976K	1.38%	7
2023 Q3	$28M	Buy	+500,000	New	+$30M	1.14%	10

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

Lighthouse Investment Partners's KO Position: Q1 2026 in Review

Lighthouse Investment Partners sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 18,722 shares — an estimated $1.31M sold.

Lighthouse Investment Partners first reported a position in KO in Q3 2023 and held it in 9 quarters. The position peaked at $30.5M in Q4 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Lighthouse Investment Partners reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
Lighthouse Investment Partners sold 18,722 Coca-Cola shares in Q1 2026, an estimated $1.31M.
Lighthouse Investment Partners first reported a position in Coca-Cola in Q3 2023 and held it in 9 quarters.
Lighthouse Investment Partners's Coca-Cola position peaked at $30.5M in Q4 2023.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.