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 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 $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

LOM Asset Management's KO Position: Q1 2026 in Review

LOM Asset Management increased its Coca-Cola (KO) stake by 0.76% in Q1 2026, buying an estimated $19.1K and bringing the position to 33,426 shares worth $2.54M. The position accounts for 0.73% of the portfolio, ranked #47.

LOM Asset Management first reported a position in KO in Q2 2025 and has held it in 4 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

LOM Asset Management held 33,426 shares of Coca-Cola worth $2.54M as of Q1 2026.
LOM Asset Management bought 253 Coca-Cola shares in Q1 2026, an estimated $19.1K.
Coca-Cola made up 0.73% of LOM Asset Management's portfolio in Q1 2026, its #47 holding.
LOM Asset Management first reported a position in Coca-Cola in Q2 2025 and has held it in 4 quarters since.
3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.