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Lombard Odier Asset Management (USA)’s Coca-Cola KO Stock Holding History

Lombard Odier Asset Management (USA)’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
Q4 		– Sell
-6,226
Closed -$413K – 337
2025
Q3 		$413K Buy
+6,226
New +$429K 0.03% 306
2024
Q2 		– Sell
-8,000
Closed -$489K – 336
2024
Q1 		$489K Buy
+8,000
New +$481K 0.01% 247
2023
Q3 		– Sell
-8,500
Closed -$512K – 396
2023
Q2 		$512K Buy
+8,500
New +$529K 0.01% 251

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lombard Odier Asset Management (USA)'s KO Position: Q4 2025 in Review

Lombard Odier Asset Management (USA) sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 6,226 shares — an estimated $413K sold.

Lombard Odier Asset Management (USA) first reported a position in KO in Q2 2023 and held it in 3 quarters. The position peaked at $512K in Q2 2023. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • Lombard Odier Asset Management (USA) reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 6,226 Coca-Cola shares in Q4 2025, an estimated $413K.
  • Lombard Odier Asset Management (USA) first reported a position in Coca-Cola in Q2 2023 and held it in 3 quarters.
  • Lombard Odier Asset Management (USA)'s Coca-Cola position peaked at $512K in Q2 2023.
  • 3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q4 2025, filed 17 Feb 2026.