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 $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.