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Lodestone Wealth Management’s Coca-Cola KO Stock Holding History

Lodestone Wealth 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 		$509K Sell
6,264
-188
-3% -$14.8K 0.18% 116
2026
Q1 		$491K Hold
6,452
– – 0.19% 109
2025
Q4 		$451K Sell
6,452
-119
-2% -$8.3K 0.18% 110
2025
Q3 		$436K Sell
6,571
-67
-1% -$4.61K 0.2% 108
2025
Q2 		$470K Sell
6,638
-12
-0.2% -$855 0.23% 101
2025
Q1 		$476K Buy
6,650
+27
+0.4% +$1.8K 0.25% 97
2024
Q4 		$412K Buy
6,623
+8
+0.1% +$522 0.21% 104
2024
Q3 		$475K Sell
6,615
-2,347
-26% -$161K 0.24% 91
2024
Q2 		$570K Sell
8,962
-38
-0.4% -$2.35K 0.3% 80
2024
Q1 		$551K Buy
9,000
+285
+3% +$17.1K 0.29% 80
2023
Q4 		$514K Buy
8,715
+181
+2% +$10.3K 0.3% 79
2023
Q3 		$478K Sell
8,534
-71
-0.8% -$4.26K 0.33% 71
2023
Q2 		$518K Sell
8,605
-194
-2% -$12.1K 0.36% 76
2023
Q1 		$546K Sell
8,799
-28
-0.3% -$1.7K 0.42% 66
2022
Q4 		$561K Buy
+8,827
New +$533K 0.45% 61

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Lodestone Wealth Management's KO Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Coca-Cola (KO) stake by 2.9% in Q2 2026, selling an estimated $14.8K and leaving 6,264 shares worth $509K. The position accounts for 0.18% of the portfolio, ranked #116.

Lodestone Wealth Management first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $570K in Q2 2024. 1,476 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Lodestone Wealth Management held 6,264 shares of Coca-Cola worth $509K as of Q2 2026.
  • Lodestone Wealth Management sold 188 Coca-Cola shares in Q2 2026, an estimated $14.8K.
  • Coca-Cola made up 0.18% of Lodestone Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Lodestone Wealth Management first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's Coca-Cola position peaked at $570K in Q2 2024.
  • 1,476 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.