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 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 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

Lockheed Martin Investment Management's KO Position: Q1 2026 in Review

Lockheed Martin Investment Management reduced its Coca-Cola (KO) stake by 6.2% in Q1 2026, selling an estimated $1.68M and leaving 338,015 shares worth $25.7M. The position accounts for 0.94% of the portfolio, ranked #26.

Lockheed Martin Investment Management first reported a position in KO in Q2 2019 and has held it in 14 quarters since. The position peaked at $35.5M in Q2 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Lockheed Martin Investment Management held 338,015 shares of Coca-Cola worth $25.7M as of Q1 2026.
Lockheed Martin Investment Management sold 22,260 Coca-Cola shares in Q1 2026, an estimated $1.68M.
Coca-Cola made up 0.94% of Lockheed Martin Investment Management's portfolio in Q1 2026, its #26 holding.
Lockheed Martin Investment Management first reported a position in Coca-Cola in Q2 2019 and has held it in 14 quarters since.
Lockheed Martin Investment Management's Coca-Cola position peaked at $35.5M in Q2 2025.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2026, filed 7 May 2026.