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Live Oak Investment Partners’s Coca-Cola KO Stock Holding History

Live Oak 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 		$974K Buy
12,807
+693
+6% +$52.4K 0.57% 45
2025
Q4 		$847K Sell
12,114
-809
-6% -$56.4K 0.52% 51
2025
Q3 		$857K Buy
12,923
+1,109
+9% +$76.3K 0.57% 45
2025
Q2 		$836K Sell
11,814
-375
-3% -$26.7K 0.64% 43
2025
Q1 		$873K Buy
+12,189
New +$814K 0.69% 40
2024
Q4 		– Hold
0
– – – 48
2024
Q3 		– Hold
0
– – – 40
2024
Q2 		– Hold
0
– – – 44
2023
Q4 		– Hold
0
– – – 47
2023
Q3 		– Hold
0
– – – 50
2023
Q2 		– Hold
0
– – – 48
2023
Q1 		– Hold
0
– – – 41
2022
Q4 		– Hold
0
– – – 41

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

Live Oak Investment Partners's KO Position: Q1 2026 in Review

Live Oak Investment Partners increased its Coca-Cola (KO) stake by 5.7% in Q1 2026, buying an estimated $52.4K and bringing the position to 12,807 shares worth $974K. The position accounts for 0.57% of the portfolio, ranked #45.

Live Oak Investment Partners first reported a position in KO in Q1 2025 and has held it in 5 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Live Oak Investment Partners held 12,807 shares of Coca-Cola worth $974K as of Q1 2026.
  • Live Oak Investment Partners bought 693 Coca-Cola shares in Q1 2026, an estimated $52.4K.
  • Coca-Cola made up 0.57% of Live Oak Investment Partners's portfolio in Q1 2026, its #45 holding.
  • Live Oak Investment Partners first reported a position in Coca-Cola in Q1 2025 and has held it in 5 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.