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Luts & Greenleigh Group’s Coca-Cola KO Stock Holding History

Luts & Greenleigh Group’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 		$1.79M Buy
22,015
+57
+0.3% +$4.5K 1.35% 14
2026
Q1 		$1.67M Buy
21,958
+60
+0.3% +$4.54K 1.32% 14
2025
Q4 		$1.53M Sell
21,898
-63
-0.3% -$4.39K 1.3% 17
2025
Q3 		$1.46M Sell
21,961
-95
-0.4% -$6.54K 1.31% 16
2025
Q2 		$1.56M Buy
22,056
+60
+0.3% +$4.27K 1.5% 15
2025
Q1 		$1.58M Buy
21,996
+6
+0% +$401 1.57% 12
2024
Q4 		$1.37M Buy
21,990
+157
+0.7% +$10.2K 1.35% 15
2024
Q3 		$1.57M Buy
21,833
+105
+0.5% +$7.19K 1.51% 12
2024
Q2 		$1.38M Buy
+21,728
New +$1.34M 1.44% 14
2023
Q4 		$1.17M Sell
19,909
-894
-4% -$50.8K 1.48% 12
2023
Q3 		$1.16M Sell
20,803
-59
-0.3% -$3.54K 1.45% 13
2023
Q2 		$1.26M Sell
20,862
-348
-2% -$21.6K 1.55% 13
2023
Q1 		$1.32M Sell
21,210
-850
-4% -$51.5K 1.67% 12
2022
Q4 		$1.4M Buy
+22,060
New +$1.33M 1.78% 11

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

Luts & Greenleigh Group's KO Position: Q2 2026 in Review

Luts & Greenleigh Group increased its Coca-Cola (KO) stake by 0.26% in Q2 2026, buying an estimated $4.5K and bringing the position to 22,015 shares worth $1.79M. The position accounts for 1.35% of the portfolio, ranked #14.

Luts & Greenleigh Group first reported a position in KO in Q4 2022 and has held it in 14 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Luts & Greenleigh Group held 22,015 shares of Coca-Cola worth $1.79M as of Q2 2026.
  • Luts & Greenleigh Group bought 57 Coca-Cola shares in Q2 2026, an estimated $4.5K.
  • Coca-Cola made up 1.35% of Luts & Greenleigh Group's portfolio in Q2 2026, its #14 holding.
  • Luts & Greenleigh Group first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.