Lloyd Advisory Services’s Coca-Cola KO Stock Holding History

Lloyd Advisory Services’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	$391K	Sell	4,806 -10,775	-69%	-$851K	0.15%	76
2026 Q1	$1.18M	Buy	15,581 +10,362	+199%	+$783K	0.34%	30
2025 Q4	$365K	Buy	+5,219	New	+$364K	0.14%	70
2025 Q3	–	Sell	-3,367	Closed	-$238K	–	106
2025 Q2	$238K	Buy	3,367 +26	+0.8%	+$1.85K	0.12%	86
2025 Q1	$239K	Buy	+3,341	New	+$223K	0.12%	82
2023 Q4	–	Sell	-19,557	Closed	-$1.09M	–	244
2023 Q3	$1.09M	Buy	+19,557	New	+$1.17M	0.36%	58
2022 Q2	–	Sell	-784	Closed	-$49K	–	333
2022 Q1	$49K	Sell	784 -830	-51%	-$50.5K	0.02%	231
2021 Q4	$96K	Sell	1,614 -623	-28%	-$34.7K	0.04%	137
2021 Q3	$117K	Buy	2,237 +230	+11%	+$12.8K	0.06%	118
2021 Q2	$109K	Buy	2,007 +658	+49%	+$35.8K	0.06%	112
2021 Q1	$71K	Sell	1,349 -78	-5%	-$3.93K	0.04%	119
2020 Q4	$78K	Sell	1,427 -1,777	-55%	-$91.9K	0.04%	95
2020 Q3	$158K	Sell	3,204 -449	-12%	-$21.6K	0.1%	59
2020 Q2	$163K	Sell	3,653 -1,338	-27%	-$61.6K	0.1%	62
2020 Q1	$221K	Sell	4,991 -1,639	-25%	-$88.5K	0.16%	43
2019 Q4	$367K	Buy	+6,630	New	+$356K	0.33%	40

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lloyd Advisory Services's KO Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Coca-Cola (KO) stake by 69% in Q2 2026, selling an estimated $851K and leaving 4,806 shares worth $391K. The position accounts for 0.15% of the portfolio, ranked #76.

Lloyd Advisory Services first reported a position in KO in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.18M in Q1 2026. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Lloyd Advisory Services held 4,806 shares of Coca-Cola worth $391K as of Q2 2026.
Lloyd Advisory Services sold 10,775 Coca-Cola shares in Q2 2026, an estimated $851K.
Coca-Cola made up 0.15% of Lloyd Advisory Services's portfolio in Q2 2026, its #76 holding.
Lloyd Advisory Services first reported a position in Coca-Cola in Q4 2019 and has held it in 16 quarters since.
Lloyd Advisory Services's Coca-Cola position peaked at $1.18M in Q1 2026.
3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.