LBC
KO icon

Lowe Brockenbrough & Co’s Coca-Cola KO Stock Holding History

Lowe Brockenbrough & Co’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 		$4.71M Sell
61,949
-92
-0.1% -$6.96K 0.23% 87
2025
Q4 		$4.34M Sell
62,041
-300
-0.5% -$20.9K 0.21% 93
2025
Q3 		$4.13M Sell
62,341
-320
-0.5% -$22K 0.21% 93
2025
Q2 		$4.43M Sell
62,661
-1,573
-2% -$112K 0.25% 89
2025
Q1 		$4.63M Sell
64,234
-432
-0.7% -$28.9K 0.3% 84
2024
Q4 		$4.03M Sell
64,666
-7
-0% -$457 0.26% 89
2024
Q3 		$4.68M Buy
64,673
+6,346
+11% +$435K 0.3% 85
2024
Q2 		$3.74M Sell
58,327
-275
-0.5% -$17K 0.25% 95
2024
Q1 		$3.61M Sell
58,602
-11,690
-17% -$702K 0.24% 97
2023
Q4 		$4.14M Buy
70,292
+2,200
+3% +$125K 0.32% 83
2023
Q3 		$3.84M Sell
68,092
-9,500
-12% -$570K 0.3% 90
2023
Q2 		$4.71M Sell
77,592
-132
-0.2% -$8.21K 0.36% 79
2023
Q1 		$4.86M Buy
77,724
+1,386
+2% +$83.9K 0.39% 75
2022
Q4 		$4.86M Sell
76,338
-2,563
-3% -$155K 0.42% 73
2022
Q3 		$4.46M Buy
78,901
+275
+0.3% +$17.1K 0.43% 70
2022
Q2 		$4.98M Sell
78,626
-1,069
-1% -$67.8K 0.44% 71
2022
Q1 		$4.98M Sell
79,695
-1,481
-2% -$90.1K 0.37% 77
2021
Q4 		$4.81M Sell
81,176
-1,660
-2% -$92.4K 0.35% 77
2021
Q3 		$4.38M Sell
82,836
-725
-0.9% -$40.4K 0.34% 80
2021
Q2 		$4.52M Sell
83,561
-45
-0.1% -$2.45K 0.41% 69
2021
Q1 		$4.41M Sell
83,606
-141
-0.2% -$7.1K 0.43% 68
2020
Q4 		$4.59M Buy
83,747
+159
+0.2% +$8.22K 0.5% 64
2020
Q3 		$4.13M Buy
83,588
+783
+0.9% +$37.7K 0.51% 63
2020
Q2 		$3.7M Sell
82,805
-300
-0.4% -$13.8K 0.5% 62
2020
Q1 		$3.68M Sell
83,105
-916
-1% -$49.5K 0.61% 54
2019
Q4 		$4.65M Buy
84,021
+1,492
+2% +$80.2K 0.58% 60
2019
Q3 		$4.49M Sell
82,529
-50
-0.1% -$2.68K 0.6% 60
2019
Q2 		$4.21M Sell
82,579
-600
-0.7% -$29.4K 0.57% 60
2019
Q1 		$3.9M Sell
83,179
-500
-0.6% -$23.4K 0.55% 59
2018
Q4 		$3.96M Sell
83,679
-734
-0.9% -$35.1K 0.65% 53
2018
Q3 		$3.9M Sell
84,413
-2,950
-3% -$135K 0.55% 61
2018
Q2 		$3.83M Sell
87,363
-25,235
-22% -$1.09M 0.56% 60
2018
Q1 		$4.89M Sell
112,598
-273
-0.2% -$12.3K 0.72% 48
2017
Q4 		$5.18M Sell
112,871
-4,909
-4% -$226K 0.74% 44
2017
Q3 		$5.3M Sell
117,780
-7,087
-6% -$322K 0.81% 44
2017
Q2 		$5.6M Sell
124,867
-14,268
-10% -$630K 0.88% 40
2017
Q1 		$5.91M Buy
139,135
+7,418
+6% +$309K 0.94% 37
2016
Q4 		$5.46M Sell
131,717
-265
-0.2% -$11K 0.91% 38
2016
Q3 		$5.58M Sell
131,982
-3,305
-2% -$145K 0.96% 38
2016
Q2 		$6.13M Sell
135,287
-1,030
-0.8% -$46.5K 1.07% 32
2016
Q1 		$6.32M Sell
136,317
-809
-0.6% -$35.2K 1.09% 29
2015
Q4 		$5.89M Sell
137,126
-8,100
-6% -$344K 1% 35
2015
Q3 		$5.83M Sell
145,226
-750
-0.5% -$30K 1.02% 34
2015
Q2 		$5.73M Sell
145,976
-430
-0.3% -$17.5K 0.92% 42
2015
Q1 		$5.94M Sell
146,406
-2,960
-2% -$124K 0.94% 41
2014
Q4 		$6.31M Sell
149,366
-9,800
-6% -$419K 1% 37
2014
Q3 		$6.79M Sell
159,166
-876
-0.5% -$36.2K 1.08% 32
2014
Q2 		$6.78M Sell
160,042
-2,500
-2% -$101K 1.08% 29
2014
Q1 		$6.28M Buy
162,542
+1,750
+1% +$67.6K 1.05% 36
2013
Q4 		$6.64M Sell
160,792
-300
-0.2% -$11.8K 1.1% 34
2013
Q3 		$6.1M Buy
161,092
+2,691
+2% +$106K 1.11% 35
2013
Q2 		$6.35M Buy
+158,401
New +$6.56M 1.18% 29

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lowe Brockenbrough & Co's KO Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Coca-Cola (KO) stake by 0.15% in Q1 2026, selling an estimated $6.96K and leaving 61,949 shares worth $4.71M. The position accounts for 0.23% of the portfolio, ranked #87.

Lowe Brockenbrough & Co first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.79M in Q3 2014. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Lowe Brockenbrough & Co held 61,949 shares of Coca-Cola worth $4.71M as of Q1 2026.
  • Lowe Brockenbrough & Co sold 92 Coca-Cola shares in Q1 2026, an estimated $6.96K.
  • Coca-Cola made up 0.23% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #87 holding.
  • Lowe Brockenbrough & Co first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Lowe Brockenbrough & Co's Coca-Cola position peaked at $6.79M in Q3 2014.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.