LOM Asset Management’s Coca-Cola KO Stock Holding History

LOM Asset 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	$2.93M	Buy	36,080 +2,654	+8%	+$210K	0.76%	38
2026 Q1	$2.54M	Buy	33,426 +253	+0.8%	+$19.1K	0.73%	47
2025 Q4	$2.32M	Buy	33,173 +283	+0.9%	+$19.7K	0.67%	48
2025 Q3	$2.18M	Buy	32,890 +1,120	+4%	+$77.1K	0.67%	46
2025 Q2	$2.25M	Buy	+31,770	New	+$2.26M	0.76%	41

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LOM Asset Management's KO Position: Q2 2026 in Review

LOM Asset Management increased its Coca-Cola (KO) stake by 7.9% in Q2 2026, buying an estimated $210K and bringing the position to 36,080 shares worth $2.93M. The position accounts for 0.76% of the portfolio, ranked #38.

LOM Asset Management first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

LOM Asset Management held 36,080 shares of Coca-Cola worth $2.93M as of Q2 2026.
LOM Asset Management bought 2,654 Coca-Cola shares in Q2 2026, an estimated $210K.
Coca-Cola made up 0.76% of LOM Asset Management's portfolio in Q2 2026, its #38 holding.
LOM Asset Management first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.