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Lokken Investment Group’s Coca-Cola KO Stock Holding History

Lokken Investment Group’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
2025
Q3 		$327K Sell
4,927
-34
-0.7% -$2.34K 0.11% 109
2025
Q2 		$351K Sell
4,961
-18
-0.4% -$1.28K 0.14% 101
2025
Q1 		$357K Sell
4,979
-201
-4% -$13.4K 0.15% 92
2024
Q4 		$322K Sell
5,180
-919
-15% -$60K 0.14% 99
2024
Q3 		$438K Buy
6,099
+33
+0.5% +$2.26K 0.18% 94
2024
Q2 		$386K Buy
6,066
+28
+0.5% +$1.73K 0.18% 94
2024
Q1 		$369K Hold
6,038
– – 0.18% 98
2023
Q4 		$356K Sell
6,038
-169
-3% -$9.6K 0.2% 93
2023
Q3 		$347K Buy
6,207
+200
+3% +$12K 0.23% 90
2023
Q2 		$362K Sell
6,007
-55
-0.9% -$3.42K 0.24% 91
2023
Q1 		$376K Buy
6,062
+433
+8% +$26.2K 0.29% 87
2022
Q4 		$358K Sell
5,629
-25
-0.4% -$1.51K 0.28% 80
2022
Q3 		$317K Buy
5,654
+65
+1% +$4.04K 0.27% 83
2022
Q2 		$352K Hold
5,589
– – 0.29% 76
2022
Q1 		$361K Sell
5,589
-120
-2% -$7.3K 0.29% 81
2021
Q4 		$338K Buy
5,709
+105
+2% +$5.85K 0.24% 92
2021
Q3 		$294K Hold
5,604
– – 0.23% 90
2021
Q2 		$303K Sell
5,604
-210
-4% -$11.4K 0.25% 87
2021
Q1 		$306K Buy
5,814
+700
+14% +$35.2K 0.27% 85
2020
Q4 		$280K Buy
+5,114
New +$264K 0.26% 73

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lokken Investment Group's KO Position: Q3 2025 in Review

Lokken Investment Group reduced its Coca-Cola (KO) stake by 0.69% in Q3 2025, selling an estimated $2.34K and leaving 4,927 shares worth $327K. The position accounts for 0.11% of the portfolio, ranked #109.

Lokken Investment Group first reported a position in KO in Q4 2020 and has held it in 20 quarters since. The position peaked at $438K in Q3 2024. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Lokken Investment Group held 4,927 shares of Coca-Cola worth $327K as of Q3 2025.
  • Lokken Investment Group sold 34 Coca-Cola shares in Q3 2025, an estimated $2.34K.
  • Coca-Cola made up 0.11% of Lokken Investment Group's portfolio in Q3 2025, its #109 holding.
  • Lokken Investment Group first reported a position in Coca-Cola in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's Coca-Cola position peaked at $438K in Q3 2024.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.