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	–	Sell	-30,000	Closed	-$2.1M	–	1685
2025 Q4	$2.1M	Hold	30,000	–	–	﹤0.01%	798
2025 Q3	$1.99M	Hold	30,000	–	–	0.01%	734
2025 Q2	$2.12M	Sell	30,000 -3,200	-10%	-$228K	0.02%	627
2025 Q1	$2.38M	Buy	+33,200	New	+$2.22M	0.02%	636
2024 Q4	–	Sell	-41,800	Closed	-$3M	–	1419
2024 Q3	$3M	Hold	41,800	–	–	0.02%	493
2024 Q2	$2.66M	Buy	41,800 +20,900	+100%	+$1.29M	0.02%	479
2024 Q1	$1.28M	Buy	+20,900	New	+$1.26M	0.01%	622

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LMR Partners's KO Position: Q2 2026 in Review

LMR Partners increased its Coca-Cola (KO) stake by 7.6% in Q2 2026, buying an estimated $257K and bringing the position to 46,082 shares worth $3.75M. The position accounts for 0.01% of the portfolio, ranked #736.

LMR Partners first reported a position in KO in Q1 2014 and has held it in 10 quarters since. The position peaked at $8.52M in Q2 2024. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

LMR Partners held 46,082 shares of Coca-Cola worth $3.75M as of Q2 2026.
LMR Partners bought 3,260 Coca-Cola shares in Q2 2026, an estimated $257K.
Coca-Cola made up 0.01% of LMR Partners's portfolio in Q2 2026, its #736 holding.
LMR Partners first reported a position in Coca-Cola in Q1 2014 and has held it in 10 quarters since.
LMR Partners's Coca-Cola position peaked at $8.52M in Q2 2024.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.