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LM Advisors’s Coca-Cola KO Stock Holding History

LM Advisors’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 		$12.1K Buy
920
+76
+9% +$5.75K 0.19% 91
2025
Q4 		$12.1K Sell
844
-11,197
-93% -$781K 0.22% 83
2025
Q3 		$799K Hold
12,041
– – 0.12% 106
2025
Q2 		$852K Sell
12,041
-67
-0.6% -$4.77K 0.11% 95
2025
Q1 		$867K Buy
12,108
+67
+0.6% +$4.47K 0.16% 102
2024
Q4 		$750K Hold
12,041
– – 0.13% 107
2024
Q3 		$865K Sell
12,041
-515
-4% -$35.3K 0.18% 84
2024
Q2 		$799K Sell
12,556
-5,225
-29% -$323K ﹤0.01% 107
2024
Q1 		$1.09M Sell
17,781
-162
-0.9% -$9.73K 0.17% 91
2023
Q4 		$1.06M Buy
+17,943
New +$1.02M 0.21% 77

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

LM Advisors's KO Position: Q1 2026 in Review

LM Advisors increased its Coca-Cola (KO) stake by 9% in Q1 2026, buying an estimated $5.75K and bringing the position to 920 shares worth $12.1K. The position accounts for 0.19% of the portfolio, ranked #91.

LM Advisors first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.09M in Q1 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • LM Advisors held 920 shares of Coca-Cola worth $12.1K as of Q1 2026.
  • LM Advisors bought 76 Coca-Cola shares in Q1 2026, an estimated $5.75K.
  • Coca-Cola made up 0.19% of LM Advisors's portfolio in Q1 2026, its #91 holding.
  • LM Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • LM Advisors's Coca-Cola position peaked at $1.09M in Q1 2024.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.