LOPW
KO icon

Live Oak Private Wealth’s Coca-Cola KO Stock Holding History

Live Oak Private Wealth’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 		$540K Sell
6,640
-117
-2% -$9.24K 0.07% 142
2026
Q1 		$514K Buy
6,757
+155
+2% +$11.7K 0.07% 131
2025
Q4 		$462K Sell
6,602
-1,178
-15% -$82.1K 0.06% 134
2025
Q3 		$516K Buy
7,780
+993
+15% +$68.3K 0.07% 128
2025
Q2 		$480K Sell
6,787
-829
-11% -$59.1K 0.07% 131
2025
Q1 		$545K Buy
7,616
+800
+12% +$53.4K 0.09% 124
2024
Q4 		$424K Sell
6,816
-780
-10% -$50.9K 0.07% 132
2024
Q3 		$546K Sell
7,596
-69,190
-90% -$4.74M 0.09% 118
2024
Q2 		$4.89M Sell
76,786
-484
-0.6% -$30K 0.84% 45
2024
Q1 		$4.73M Buy
77,270
+115
+0.1% +$6.91K 0.82% 46
2023
Q4 		$4.55M Sell
77,155
-1,304
-2% -$74.1K 0.85% 47
2023
Q3 		$4.39M Sell
78,459
-431
-0.5% -$25.9K 0.94% 46
2023
Q2 		$4.75M Sell
78,890
-29,976
-28% -$1.86M 0.95% 46
2023
Q1 		$6.75M Sell
108,866
-792
-0.7% -$48K 1.4% 34
2022
Q4 		$6.98M Buy
109,658
+853
+0.8% +$51.5K 1.44% 26
2022
Q3 		$6.09M Sell
108,805
-695
-0.6% -$43.2K 1.37% 28
2022
Q2 		$6.89M Buy
109,500
+2,862
+3% +$181K 1.45% 19
2022
Q1 		$6.61M Buy
106,638
+3,115
+3% +$189K 1.28% 28
2021
Q4 		$6.13M Buy
103,523
+2,360
+2% +$131K 1.15% 36
2021
Q3 		$5.31M Buy
101,163
+4,979
+5% +$278K 1.08% 43
2021
Q2 		$5.21M Buy
96,184
+3,891
+4% +$212K 1.15% 40
2021
Q1 		$4.87M Sell
92,293
-9,695
-10% -$488K 1.19% 40
2020
Q4 		$5.59M Buy
101,988
+4,125
+4% +$213K 1.57% 25
2020
Q3 		$4.83M Sell
97,863
-987
-1% -$47.5K 1.66% 22
2020
Q2 		$4.42M Buy
98,850
+73,654
+292% +$3.39M 1.6% 23
2020
Q1 		$1.11M Buy
+25,196
New +$1.36M 1.14% 24

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Live Oak Private Wealth's KO Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Coca-Cola (KO) stake by 1.7% in Q2 2026, selling an estimated $9.24K and leaving 6,640 shares worth $540K. The position accounts for 0.07% of the portfolio, ranked #142.

Live Oak Private Wealth first reported a position in KO in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.98M in Q4 2022. 1,689 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Live Oak Private Wealth held 6,640 shares of Coca-Cola worth $540K as of Q2 2026.
  • Live Oak Private Wealth sold 117 Coca-Cola shares in Q2 2026, an estimated $9.24K.
  • Coca-Cola made up 0.07% of Live Oak Private Wealth's portfolio in Q2 2026, its #142 holding.
  • Live Oak Private Wealth first reported a position in Coca-Cola in Q1 2020 and has held it in 26 quarters since.
  • Live Oak Private Wealth's Coca-Cola position peaked at $6.98M in Q4 2022.
  • 1,689 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.