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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
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 $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

Luts & Greenleigh Group's KO Position: Q1 2026 in Review

Luts & Greenleigh Group increased its Coca-Cola (KO) stake by 0.27% in Q1 2026, buying an estimated $4.54K and bringing the position to 21,958 shares worth $1.67M. The position accounts for 1.32% of the portfolio, ranked #14.

Luts & Greenleigh Group first reported a position in KO in Q4 2022 and has held it in 13 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Luts & Greenleigh Group held 21,958 shares of Coca-Cola worth $1.67M as of Q1 2026.
  • Luts & Greenleigh Group bought 60 Coca-Cola shares in Q1 2026, an estimated $4.54K.
  • Coca-Cola made up 1.32% of Luts & Greenleigh Group's portfolio in Q1 2026, its #14 holding.
  • Luts & Greenleigh Group first reported a position in Coca-Cola in Q4 2022 and has held it in 13 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.