LCM
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LuminArx Capital Management’s Coca-Cola KO Stock Holding History

LuminArx Capital Management’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 		$55.5K Buy
+75,000
New +$5.92M 0.02% 81
2026
Q1 		– Sell
-50,000
Closed -$36.5K – 104
2025
Q4 		$36.5K Buy
+50,000
New +$3.49M 0.03% 79

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

LuminArx Capital Management's KO Position: Q1 2026 in Review

LuminArx Capital Management sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 20,000 shares — an estimated $1.4M sold.

LuminArx Capital Management first reported a position in KO in Q4 2025 and held it in 1 quarter. The position peaked at $1.4M in Q4 2025. 3,575 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • LuminArx Capital Management reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • LuminArx Capital Management sold 20,000 Coca-Cola shares in Q1 2026, an estimated $1.4M.
  • LuminArx Capital Management first reported a position in Coca-Cola in Q4 2025 and held it in 1 quarter.
  • LuminArx Capital Management's Coca-Cola position peaked at $1.4M in Q4 2025.
  • 3,575 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on LuminArx Capital Management's 13F filing for Q1 2026, filed 14 May 2026.