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Lugano Financial Advisors SA (LFA)’s Coca-Cola KO Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$266K Hold
3,492
– – 0.14% 68
2025
Q4 		$244K Hold
3,492
– – 0.13% 72
2025
Q3 		$232K Sell
3,492
-130
-4% -$8.95K 0.12% 74
2025
Q2 		$256K Buy
3,622
+142
+4% +$10.1K 0.15% 65
2025
Q1 		$249K Buy
3,480
+380
+12% +$25.4K 0.17% 63
2024
Q4 		$193K Buy
3,100
+300
+11% +$19.6K 0.13% 74
2024
Q3 		$201K Hold
2,800
– – 0.14% 75
2024
Q2 		$178K Buy
2,800
+1,200
+75% +$74.3K 0.14% 68
2024
Q1 		$97.9K Hold
1,600
– – 0.07% 109
2023
Q4 		$94.3K Hold
1,600
– – 0.07% 91
2023
Q3 		$89.6K Sell
1,600
-1,600
-50% -$96K 0.08% 92
2023
Q2 		$193K Buy
+3,200
New +$199K 0.13% 75
2022
Q4 		– Sell
-550
Closed -$31K – 122
2022
Q3 		$31K Hold
550
– – 0.02% 93
2022
Q2 		$34K Buy
+550
New +$34.9K 0.02% 97
2022
Q1 		– Sell
-860
Closed -$51K – 122
2021
Q4 		$51K Buy
+860
New +$47.9K 0.03% 93
2020
Q3 		– Sell
-475
Closed -$22K – 118
2020
Q2 		$22K Buy
475
+23
+5% +$1.06K 0.02% 102
2020
Q1 		$26K Sell
452
-100
-18% -$5.4K 0.02% 111
2019
Q4 		$31K Buy
+552
New +$29.7K 0.02% 115
2019
Q2 		$28K Buy
552
+429
+349% +$21K 0.02% 117
2019
Q1 		$5K Buy
+123
New +$5.75K ﹤0.01% 130

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

Lugano Financial Advisors SA (LFA)'s KO Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its Coca-Cola (KO) position steady in Q1 2026 at 3,492 shares worth $266K. The position accounts for 0.14% of the portfolio, ranked #68.

Lugano Financial Advisors SA (LFA) first reported a position in KO in Q1 2019 and has held it in 20 quarters since. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 3,492 shares of Coca-Cola worth $266K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.14% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #68 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Coca-Cola in Q1 2019 and has held it in 20 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.