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LMCG Investments’s Coca-Cola KO Stock Holding History

LMCG Investments’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 		$23.8M Sell
292,542
-9,809
-3% -$775K 1.27% 20
2026
Q1 		$23M Sell
302,351
-15,170
-5% -$1.15M 1.37% 18
2025
Q4 		$22.2M Sell
317,521
-27,067
-8% -$1.89M 1.27% 18
2025
Q3 		$22.9M Sell
344,588
-10,827
-3% -$745K 1.34% 14
2025
Q2 		$25.1M Sell
355,415
-49,729
-12% -$3.54M 1.58% 10
2025
Q1 		$29M Sell
405,144
-12,794
-3% -$854K 1.93% 8
2024
Q4 		$26M Sell
417,938
-15,863
-4% -$1.04M 1.6% 10
2024
Q3 		$31.2M Buy
433,801
+26,343
+6% +$1.8M 1.87% 7
2024
Q2 		$25.9M Buy
407,458
+7,473
+2% +$463K 1.51% 10
2024
Q1 		$24.5M Buy
399,985
+653
+0.2% +$39.2K 1.44% 9
2023
Q4 		$23.5M Buy
399,332
+12,070
+3% +$686K 1.46% 9
2023
Q3 		$21.7M Buy
387,262
+68,283
+21% +$4.1M 1.46% 10
2023
Q2 		$19.2M Buy
318,979
+43,605
+16% +$2.71M 1.24% 11
2023
Q1 		$17.1M Sell
275,374
-2,080
-0.7% -$126K 1.14% 13
2022
Q4 		$17.6M Buy
277,454
+521
+0.2% +$31.5K 1.23% 13
2022
Q3 		$15.5M Sell
276,933
-5,130
-2% -$319K 1.13% 14
2022
Q2 		$17.7M Sell
282,063
-4,410
-2% -$280K 1.22% 13
2022
Q1 		$17.8M Buy
+286,473
New +$17.4M 1.03% 22
2015
Q3 		$5.47M Sell
136,302
-2,950
-2% -$118K 0.12% 298
2015
Q2 		$5.46M Sell
139,252
-1,799
-1% -$73.2K 0.12% 291
2015
Q1 		$5.72M Sell
141,051
-1,015
-0.7% -$42.5K 0.12% 290
2014
Q4 		$6M Sell
142,066
-418
-0.3% -$17.9K 0.13% 264
2014
Q3 		$6.08M Buy
142,484
+772
+0.5% +$31.9K 0.14% 258
2014
Q2 		$6M Sell
141,712
-25,832
-15% -$1.05M 0.13% 263
2014
Q1 		$6.48M Sell
167,544
-1,671
-1% -$64.6K 0.14% 245
2013
Q4 		$6.99M Buy
169,215
+429
+0.3% +$16.9K 0.15% 235
2013
Q3 		$6.39M Sell
168,786
-2,719
-2% -$107K 0.15% 228
2013
Q2 		$6.88M Buy
+171,505
New +$7.1M 0.18% 194

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LMCG Investments's KO Position: Q2 2026 in Review

LMCG Investments reduced its Coca-Cola (KO) stake by 3.2% in Q2 2026, selling an estimated $775K and leaving 292,542 shares worth $23.8M. The position accounts for 1.27% of the portfolio, ranked #20.

LMCG Investments first reported a position in KO in Q2 2013 and has held it in 28 quarters since. The position peaked at $31.2M in Q3 2024. 1,460 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • LMCG Investments held 292,542 shares of Coca-Cola worth $23.8M as of Q2 2026.
  • LMCG Investments sold 9,809 Coca-Cola shares in Q2 2026, an estimated $775K.
  • Coca-Cola made up 1.27% of LMCG Investments's portfolio in Q2 2026, its #20 holding.
  • LMCG Investments first reported a position in Coca-Cola in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's Coca-Cola position peaked at $31.2M in Q3 2024.
  • 1,460 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.