LRI Investments’s Coca-Cola KO Stock Holding History

LRI Investments’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	$4.06M	Buy	49,997 +1,363	+3%	+$108K	0.33%	43
2026 Q1	$3.7M	Sell	48,634 -2,741	-5%	-$207K	0.33%	37
2025 Q4	$3.59M	Sell	51,375 -246	-0.5%	-$17.1K	0.29%	39
2025 Q3	$3.42M	Sell	51,621 -976	-2%	-$67.2K	0.28%	41
2025 Q2	$3.72M	Sell	52,597 -590	-1%	-$42K	0.32%	34
2025 Q1	$3.81M	Sell	53,187 -1,020	-2%	-$68.1K	0.37%	31
2024 Q4	$3.37M	Buy	54,207 +2,203	+4%	+$144K	0.33%	28
2024 Q3	$3.25M	Buy	52,004 +9,429	+22%	+$646K	0.32%	28
2024 Q2	$2.71M	Buy	42,575 +6,775	+19%	+$419K	0.31%	29
2024 Q1	$2.19M	Buy	+35,800	New	+$2.15M	0.55%	26

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LRI Investments's KO Position: Q2 2026 in Review

LRI Investments increased its Coca-Cola (KO) stake by 2.8% in Q2 2026, buying an estimated $108K and bringing the position to 49,997 shares worth $4.06M. The position accounts for 0.33% of the portfolio, ranked #43.

LRI Investments first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 1,653 funds tracked by Wall St. Rank hold KO as of Q2 2026.

LRI Investments held 49,997 shares of Coca-Cola worth $4.06M as of Q2 2026.
LRI Investments bought 1,363 Coca-Cola shares in Q2 2026, an estimated $108K.
Coca-Cola made up 0.33% of LRI Investments's portfolio in Q2 2026, its #43 holding.
LRI Investments first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
1,653 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.