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Lindbrook Capital’s Coca-Cola KO Stock Holding History

Lindbrook Capital’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 		$2.01M Buy
27,996
+1,688
+6% +$113K 0.18% 74
2024
Q4 		$1.64M Sell
26,308
-176
-0.7% -$11.5K 0.15% 91
2024
Q3 		$1.9M Buy
26,484
+121
+0.5% +$8.29K 0.17% 83
2024
Q2 		$1.68M Buy
26,363
+1,101
+4% +$68.2K 0.16% 91
2024
Q1 		$1.55M Buy
25,262
+355
+1% +$21.3K 0.14% 95
2023
Q4 		$1.47M Buy
24,907
+9,355
+60% +$531K 0.15% 91
2023
Q3 		$871K Sell
15,552
-2,206
-12% -$132K 0.1% 117
2023
Q2 		$1.07M Sell
17,758
-1,245
-7% -$77.5K 0.11% 108
2023
Q1 		$1.18M Sell
19,003
-224
-1% -$13.6K 0.14% 99
2022
Q4 		$1.22M Buy
19,227
+5,234
+37% +$316K 0.15% 101
2022
Q3 		$784K Buy
13,993
+483
+4% +$30K 0.13% 96
2022
Q2 		$850K Sell
13,510
-2,028
-13% -$129K 0.14% 100
2022
Q1 		$963K Sell
15,538
-672
-4% -$40.9K 0.15% 96
2021
Q4 		$960K Buy
16,210
+8,650
+114% +$482K 0.15% 86
2021
Q3 		$397K Sell
7,560
-1,732
-19% -$96.5K 0.1% 82
2021
Q2 		$503K Buy
9,292
+26
+0.3% +$1.42K 0.11% 78
2021
Q1 		$488K Buy
9,266
+320
+4% +$16.1K 0.11% 75
2020
Q4 		$491K Buy
8,946
+223
+3% +$11.5K 0.12% 69
2020
Q3 		$431K Sell
8,723
-266
-3% -$12.8K 0.12% 68
2020
Q2 		$402K Sell
8,989
-306
-3% -$14.1K 0.12% 69
2020
Q1 		$413K Sell
9,295
-1,086
-10% -$58.7K 0.16% 52
2019
Q4 		$575K Buy
10,381
+1,472
+17% +$79.1K 0.2% 48
2019
Q3 		$485K Buy
8,909
+1,110
+14% +$59.4K 0.18% 55
2019
Q2 		$397K Buy
7,799
+909
+13% +$44.5K 0.15% 68
2019
Q1 		$322K Sell
6,890
-512
-7% -$23.9K 0.13% 80
2018
Q4 		$350K Buy
+7,402
New +$354K 0.17% 63

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lindbrook Capital's KO Position: Q1 2025 in Review

Lindbrook Capital increased its Coca-Cola (KO) stake by 6.4% in Q1 2025, buying an estimated $113K and bringing the position to 27,996 shares worth $2.01M. The position accounts for 0.18% of the portfolio, ranked #74.

Lindbrook Capital first reported a position in KO in Q4 2018 and has held it in 26 quarters since. 3,365 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Lindbrook Capital held 27,996 shares of Coca-Cola worth $2.01M as of Q1 2025.
  • Lindbrook Capital bought 1,688 Coca-Cola shares in Q1 2025, an estimated $113K.
  • Coca-Cola made up 0.18% of Lindbrook Capital's portfolio in Q1 2025, its #74 holding.
  • Lindbrook Capital first reported a position in Coca-Cola in Q4 2018 and has held it in 26 quarters since.
  • 3,365 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.