Lodestone Wealth Management
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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
Q3 		$534K Sell
6,198
-66
-1% -$5.72K 0.18% 112
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lodestone Wealth Management's KO Position: Q3 2026 in Review

Lodestone Wealth Management reduced its Coca-Cola (KO) stake by 1.1% in Q3 2026, selling an estimated $5.72K and leaving 6,198 shares worth $534K. The position accounts for 0.18% of the portfolio, ranked #112.

Lodestone Wealth Management first reported a position in KO in Q4 2022 and has held it in 16 quarters since. The position peaked at $570K in Q2 2024. 3,288 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Lodestone Wealth Management held 6,198 shares of Coca-Cola worth $534K as of Q3 2026.
  • Lodestone Wealth Management sold 66 Coca-Cola shares in Q3 2026, an estimated $5.72K.
  • Coca-Cola made up 0.18% of Lodestone Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Lodestone Wealth Management first reported a position in Coca-Cola in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Coca-Cola position peaked at $570K in Q2 2024.
  • 3,288 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.