LM Advisors’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$852K Buy
10,477
+9,557
+1,039% +$755K 0.1% 118
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 0.14% 102
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

LM Advisors's KO Position: Q2 2026 in Review

LM Advisors increased its Coca-Cola (KO) stake by 1,039% in Q2 2026, buying an estimated $755K and bringing the position to 10,477 shares worth $852K. The position accounts for 0.1% of the portfolio, ranked #118.

LM Advisors first reported a position in KO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q1 2024. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • LM Advisors held 10,477 shares of Coca-Cola worth $852K as of Q2 2026.
  • LM Advisors bought 9,557 Coca-Cola shares in Q2 2026, an estimated $755K.
  • Coca-Cola made up 0.1% of LM Advisors's portfolio in Q2 2026, its #118 holding.
  • LM Advisors first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Coca-Cola position peaked at $1.09M in Q1 2024.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.