LMR Partners’s Coca-Cola KO Stock Holding History

LMR 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	$3.26M	Buy	42,822 +40,654	+1,875%	+$3.07M	0.01%	755
2025 Q4	$152K	Sell	2,168 -11,502	-84%	-$802K	﹤0.01%	1313
2025 Q3	$907K	Buy	+13,670	New	+$941K	﹤0.01%	962
2024 Q3	–	Sell	-133,784	Closed	-$9.16M	–	1407
2024 Q2	$8.52M	Buy	+133,784	New	+$8.28M	0.07%	236
2020 Q2	–	Sell	-14,418	Closed	-$649K	–	628
2020 Q1	$649K	Buy	+14,418	New	+$779K	0.03%	159
2019 Q2	–	Sell	-98,145	Closed	-$4.6M	–	513
2019 Q1	$4.6M	Buy	98,145 +91,587	+1,397%	+$4.28M	0.23%	61
2018 Q4	$311K	Buy	+6,558	New	+$314K	0.02%	305
2017 Q2	–	Sell	-28,532	Closed	-$1.21M	–	648
2017 Q1	$1.21M	Buy	+28,532	New	+$1.19M	0.12%	107
2014 Q2	–	Sell	-69,528	Closed	-$2.69M	–	510
2014 Q1	$2.69M	Buy	+69,528	New	+$2.69M	0.38%	48

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

LMR Partners's KO Position: Q1 2026 in Review

LMR Partners increased its Coca-Cola (KO) stake by 1,875% in Q1 2026, buying an estimated $3.07M and bringing the position to 42,822 shares worth $3.26M. The position accounts for 0.01% of the portfolio, ranked #755.

LMR Partners first reported a position in KO in Q1 2014 and has held it in 9 quarters since. The position peaked at $8.52M in Q2 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

LMR Partners held 42,822 shares of Coca-Cola worth $3.26M as of Q1 2026.
LMR Partners bought 40,654 Coca-Cola shares in Q1 2026, an estimated $3.07M.
Coca-Cola made up 0.01% of LMR Partners's portfolio in Q1 2026, its #755 holding.
LMR Partners first reported a position in Coca-Cola in Q1 2014 and has held it in 9 quarters since.
LMR Partners's Coca-Cola position peaked at $8.52M in Q2 2024.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.