LMG Wealth Partners’s Coca-Cola KO Stock Holding History

LMG Wealth Partners’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	$2.41M	Buy	31,667 +1,184	+4%	+$89.5K	0.44%	67
2025 Q4	$2.13M	Buy	30,483 +230	+0.8%	+$16K	0.4%	72
2025 Q3	$2.01M	Buy	30,253 +650	+2%	+$44.7K	0.37%	72
2025 Q2	$2.09M	Buy	29,603 +1,410	+5%	+$100K	0.43%	66
2025 Q1	$2.02M	Buy	28,193 +98	+0.3%	+$6.54K	0.45%	64
2024 Q4	$1.75M	Buy	28,095 +145	+0.5%	+$9.46K	0.38%	70
2024 Q3	$2.01M	Buy	27,950 +1,561	+6%	+$107K	0.46%	55
2024 Q2	$1.68M	Sell	26,389 -6,051	-19%	-$375K	0.42%	58
2024 Q1	$1.98M	Buy	32,440 +778	+2%	+$46.7K	0.5%	53
2023 Q4	$1.87M	Buy	31,662 +1,720	+6%	+$97.7K	0.52%	54
2023 Q3	$1.68M	Buy	29,942 +2,330	+8%	+$140K	0.51%	54
2023 Q2	$1.66M	Sell	27,612 -2,053	-7%	-$128K	0.51%	50
2023 Q1	$1.84M	Buy	29,665 +1,321	+5%	+$80K	0.59%	48
2022 Q4	$1.75M	Buy	+28,344	New	+$1.71M	0.58%	47

Other funds holding KO

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

LMG Wealth Partners's KO Position: Q1 2026 in Review

LMG Wealth Partners increased its Coca-Cola (KO) stake by 3.9% in Q1 2026, buying an estimated $89.5K and bringing the position to 31,667 shares worth $2.41M. The position accounts for 0.44% of the portfolio, ranked #67.

LMG Wealth Partners first reported a position in KO in Q4 2022 and has held it in 14 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

LMG Wealth Partners held 31,667 shares of Coca-Cola worth $2.41M as of Q1 2026.
LMG Wealth Partners bought 1,184 Coca-Cola shares in Q1 2026, an estimated $89.5K.
Coca-Cola made up 0.44% of LMG Wealth Partners's portfolio in Q1 2026, its #67 holding.
LMG Wealth Partners first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.