LS Investment Advisors’s Coca-Cola KO Stock Holding History

LS Investment Advisors’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	$1.97M	Buy	24,237 +7,806	+48%	+$616K	0.27%	61
2026 Q1	$1.25M	Buy	16,431 +1,484	+10%	+$112K	0.19%	68
2025 Q4	$1.04M	Buy	14,947 +3,180	+27%	+$222K	0.15%	77
2025 Q3	$780K	Buy	11,767 +1,316	+13%	+$90.6K	0.11%	89
2025 Q2	$739K	Sell	10,451 -500	-5%	-$35.6K	0.11%	92
2025 Q1	$784K	Sell	10,951 -700	-6%	-$46.7K	0.12%	87
2024 Q4	$725K	Hold	11,651	–	–	0.11%	93
2024 Q3	$837K	Hold	11,651	–	–	0.12%	88
2024 Q2	$742K	Hold	11,651	–	–	0.12%	91
2024 Q1	$713K	Hold	11,651	–	–	0.11%	93
2023 Q4	$687K	Sell	11,651 -3,500	-23%	-$199K	0.12%	91
2023 Q3	$848K	Hold	15,151	–	–	0.16%	75
2023 Q2	$912K	Sell	15,151 -1,855	-11%	-$115K	0.16%	73
2023 Q1	$1.05M	Buy	17,006 +1,805	+12%	+$109K	0.2%	71
2022 Q4	$967K	Sell	15,201 -719	-5%	-$43.4K	0.19%	68
2022 Q3	$892K	Hold	15,920	–	–	0.18%	67
2022 Q2	$1M	Hold	15,920	–	–	0.19%	69
2022 Q1	$987K	Hold	15,920	–	–	0.16%	69
2021 Q4	$943K	Buy	15,920 +2,760	+21%	+$154K	0.14%	73
2021 Q3	$691K	Hold	13,160	–	–	0.09%	92
2021 Q2	$712K	Sell	13,160 -168,451	-93%	-$9.16M	0.09%	93
2021 Q1	$9.57M	Sell	181,611 -24,418	-12%	-$1.23M	0.53%	47
2020 Q4	$11.3M	Sell	206,029 -3,704	-2%	-$192K	0.6%	36
2020 Q3	$10.4M	Buy	209,733 +3,127	+2%	+$150K	0.59%	33
2020 Q2	$9.23M	Buy	206,606 +10,646	+5%	+$490K	0.57%	36
2020 Q1	$8.67M	Sell	195,960 -14,116	-7%	-$762K	0.63%	37
2019 Q4	$11.6M	Buy	210,076 +4,282	+2%	+$230K	0.63%	34
2019 Q3	$11.2M	Sell	205,794 -3,220	-2%	-$172K	0.65%	32
2019 Q2	$10.6M	Buy	209,014 +2,918	+1%	+$143K	0.64%	33
2019 Q1	$9.66M	Sell	206,096 -239	-0.1%	-$11.2K	0.6%	34
2018 Q4	$9.77M	Sell	206,335 -13,645	-6%	-$653K	0.68%	31
2018 Q3	$10.2M	Buy	219,980 +327	+0.1%	+$14.9K	0.58%	39
2018 Q2	$9.63M	Sell	219,653 -2,672	-1%	-$115K	0.58%	40
2018 Q1	$9.66M	Buy	222,325 +6,841	+3%	+$307K	0.58%	42
2017 Q4	$9.89M	Buy	215,484 +4,089	+2%	+$188K	0.58%	42
2017 Q3	$9.52M	Sell	211,395 -2,438	-1%	-$111K	0.57%	42
2017 Q2	$9.59M	Buy	213,833 +3,764	+2%	+$166K	0.59%	40
2017 Q1	$8.91M	Buy	210,069 +20,705	+11%	+$864K	0.57%	43
2016 Q4	$7.85M	Buy	189,364 +4,427	+2%	+$184K	0.55%	43
2016 Q3	$7.83M	Sell	184,937 -19,915	-10%	-$873K	0.58%	44
2016 Q2	$9.29M	Buy	204,852 +19,171	+10%	+$866K	0.64%	43
2016 Q1	$8.61M	Buy	185,681 +7,138	+4%	+$311K	0.64%	42
2015 Q4	$7.67M	Sell	178,543 -1,744	-1%	-$74K	0.59%	43
2015 Q3	$7.23M	Sell	180,287 -840	-0.5%	-$33.6K	0.58%	45
2015 Q2	$7.11M	Sell	181,127 -7,246	-4%	-$295K	0.53%	43
2015 Q1	$7.64M	Sell	188,373 -34,551	-15%	-$1.45M	0.58%	43
2014 Q4	$9.41M	Sell	222,924 -5,614	-2%	-$240K	0.76%	38
2014 Q3	$9.75M	Sell	228,538 -400	-0.2%	-$16.5K	0.84%	34
2014 Q2	$9.7M	Sell	228,938 -18,711	-8%	-$759K	0.83%	36
2014 Q1	$9.57M	Buy	247,649 +37,922	+18%	+$1.47M	0.78%	39
2013 Q4	$8.66M	Buy	209,727 +36,156	+21%	+$1.43M	0.78%	42
2013 Q3	$6.58M	Buy	173,571 +11,958	+7%	+$473K	0.79%	45
2013 Q2	$6.48M	Buy	+161,613	New	+$6.69M	0.83%	43

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

LS Investment Advisors's KO Position: Q2 2026 in Review

LS Investment Advisors increased its Coca-Cola (KO) stake by 48% in Q2 2026, buying an estimated $616K and bringing the position to 24,237 shares worth $1.97M. The position accounts for 0.27% of the portfolio, ranked #61.

LS Investment Advisors first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.6M in Q4 2019. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

LS Investment Advisors held 24,237 shares of Coca-Cola worth $1.97M as of Q2 2026.
LS Investment Advisors bought 7,806 Coca-Cola shares in Q2 2026, an estimated $616K.
Coca-Cola made up 0.27% of LS Investment Advisors's portfolio in Q2 2026, its #61 holding.
LS Investment Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
LS Investment Advisors's Coca-Cola position peaked at $11.6M in Q4 2019.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.