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 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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