LOIP
KO icon

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
Q2 		$1.06M Buy
13,071
+264
+2% +$20.8K 0.57% 43
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 $299B AUM 27.55% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Live Oak Investment Partners's KO Position: Q2 2026 in Review

Live Oak Investment Partners increased its Coca-Cola (KO) stake by 2.1% in Q2 2026, buying an estimated $20.8K and bringing the position to 13,071 shares worth $1.06M. The position accounts for 0.57% of the portfolio, ranked #43.

Live Oak Investment Partners first reported a position in KO in Q1 2025 and has held it in 6 quarters since. 3,651 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Live Oak Investment Partners held 13,071 shares of Coca-Cola worth $1.06M as of Q2 2026.
  • Live Oak Investment Partners bought 264 Coca-Cola shares in Q2 2026, an estimated $20.8K.
  • Coca-Cola made up 0.57% of Live Oak Investment Partners's portfolio in Q2 2026, its #43 holding.
  • Live Oak Investment Partners first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
  • 3,651 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.