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Lockheed Martin Investment Management’s Coca-Cola KO Stock Holding History

Lockheed Martin Investment Management’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 		$25.5M Sell
313,465
-24,550
-7% -$1.94M 1.01% 26
2026
Q1 		$25.7M Sell
338,015
-22,260
-6% -$1.68M 0.94% 26
2025
Q4 		$25.2M Sell
360,275
-76,070
-17% -$5.3M 0.84% 25
2025
Q3 		$28.9M Sell
436,345
-66,040
-13% -$4.55M 1.07% 27
2025
Q2 		$35.5M Buy
502,385
+288,490
+135% +$20.6M 1.3% 17
2025
Q1 		$15.3M Sell
213,895
-5,090
-2% -$340K 0.62% 43
2024
Q4 		$13.6M Buy
218,985
+30,650
+16% +$2M 0.54% 43
2024
Q3 		$13.5M Sell
188,335
-5,600
-3% -$383K 0.63% 39
2024
Q2 		$12.3M Sell
193,935
-7,020
-3% -$435K 0.71% 32
2024
Q1 		$12.1M Sell
200,955
-14,245
-7% -$856K 0.88% 28
2023
Q4 		$12.7M Buy
+215,200
New +$12.2M 0.91% 30
2020
Q2 		– Sell
-312,542
Closed -$13.8M – 70
2020
Q1 		$13.8M Buy
312,542
+93,300
+43% +$5.04M 0.94% 20
2019
Q4 		$12.1M Buy
219,242
+33,652
+18% +$1.81M 0.64% 33
2019
Q3 		$10.1M Sell
185,590
-110,710
-37% -$5.93M 0.64% 27
2019
Q2 		$15.1M Buy
+296,300
New +$14.5M 0.68% 34

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lockheed Martin Investment Management's KO Position: Q2 2026 in Review

Lockheed Martin Investment Management reduced its Coca-Cola (KO) stake by 7.3% in Q2 2026, selling an estimated $1.94M and leaving 313,465 shares worth $25.5M. The position accounts for 1.01% of the portfolio, ranked #26.

Lockheed Martin Investment Management first reported a position in KO in Q2 2019 and has held it in 15 quarters since. The position peaked at $35.5M in Q2 2025. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Lockheed Martin Investment Management held 313,465 shares of Coca-Cola worth $25.5M as of Q2 2026.
  • Lockheed Martin Investment Management sold 24,550 Coca-Cola shares in Q2 2026, an estimated $1.94M.
  • Coca-Cola made up 1.01% of Lockheed Martin Investment Management's portfolio in Q2 2026, its #26 holding.
  • Lockheed Martin Investment Management first reported a position in Coca-Cola in Q2 2019 and has held it in 15 quarters since.
  • Lockheed Martin Investment Management's Coca-Cola position peaked at $35.5M in Q2 2025.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.