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LVM Capital Management’s Coca-Cola KO Stock Holding History

LVM 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 		$2.17M Sell
26,748
-876
-3% -$69.2K 0.18% 62
2026
Q1 		$2.1M Buy
27,624
+100
+0.4% +$7.56K 0.2% 61
2025
Q4 		$1.92M Sell
27,524
-158
-0.6% -$11K 0.18% 62
2025
Q3 		$1.84M Sell
27,682
-500
-2% -$34.4K 0.18% 63
2025
Q2 		$1.99M Sell
28,182
-288
-1% -$20.5K 0.21% 59
2025
Q1 		$2.04M Sell
28,470
-1
-0% -$67 0.23% 56
2024
Q4 		$1.77M Sell
28,471
-98
-0.3% -$6.4K 0.19% 58
2024
Q3 		$1.82M Hold
28,569
– – 0.21% 57
2024
Q2 		$1.82M Sell
28,569
-1,550
-5% -$95.9K 0.21% 57
2024
Q1 		$1.84M Buy
30,119
+89
+0.3% +$5.35K 0.22% 57
2023
Q4 		$1.77M Hold
30,030
– – 0.23% 56
2023
Q3 		$1.68M Sell
30,030
-169
-0.6% -$10.1K 0.24% 54
2023
Q2 		$1.82M Sell
30,199
-400
-1% -$24.9K 0.24% 52
2023
Q1 		$1.9M Hold
30,599
– – 0.26% 53
2022
Q4 		$1.95M Buy
30,599
+200
+0.7% +$12.1K 0.28% 55
2022
Q3 		$1.7M Buy
30,399
+200
+0.7% +$12.4K 0.26% 55
2022
Q2 		$1.9M Sell
30,199
-10
-0% -$634 0.28% 54
2022
Q1 		$1.87M Buy
30,209
+1,162
+4% +$70.7K 0.25% 56
2021
Q4 		$1.72M Sell
29,047
-10
-0% -$557 0.23% 58
2021
Q3 		$1.52M Sell
29,057
-31
-0.1% -$1.73K 0.23% 57
2021
Q2 		$1.57M Hold
29,088
– – 0.24% 55
2021
Q1 		$1.53M Buy
29,088
+2,150
+8% +$108K 0.25% 54
2020
Q4 		$1.48M Hold
26,938
– – 0.25% 53
2020
Q3 		$1.33M Buy
26,938
+1,520
+6% +$73.1K 0.26% 48
2020
Q2 		$1.14M Buy
25,418
+280
+1% +$12.9K 0.23% 50
2020
Q1 		$1.11M Hold
25,138
– – 0.27% 46
2019
Q4 		$1.39M Sell
25,138
-100
-0.4% -$5.38K 0.27% 47
2019
Q3 		$1.37M Hold
25,238
– – 0.29% 46
2019
Q2 		$1.28M Buy
25,238
+800
+3% +$39.2K 0.29% 47
2019
Q1 		$1.15M Hold
24,438
– – 0.26% 50
2018
Q4 		$1.16M Sell
24,438
-1,000
-4% -$47.9K 0.3% 46
2018
Q3 		$1.18M Buy
25,438
+1,000
+4% +$45.7K 0.27% 50
2018
Q2 		$1.07M Buy
24,438
+800
+3% +$34.6K 0.26% 49
2018
Q1 		$1.03M Sell
23,638
-1,000
-4% -$44.9K 0.24% 50
2017
Q4 		$1.13M Sell
24,638
-200
-0.8% -$9.19K 0.26% 48
2017
Q3 		$1.12M Hold
24,838
– – 0.27% 47
2017
Q2 		$1.11M Sell
24,838
-652
-3% -$28.8K 0.28% 45
2017
Q1 		$1.08M Sell
25,490
-100
-0.4% -$4.17K 0.28% 46
2016
Q4 		$1.06M Buy
25,590
+4,458
+21% +$186K 0.29% 43
2016
Q3 		$895K Sell
21,132
-5,183
-20% -$227K 0.29% 50
2016
Q2 		$1.19M Sell
26,315
-400
-1% -$18.1K 0.35% 42
2016
Q1 		$1.24M Buy
26,715
+5,000
+23% +$218K 0.39% 39
2015
Q4 		$933K Buy
21,715
+1,796
+9% +$76.2K 0.33% 44
2015
Q3 		$799K Hold
19,919
– – 0.29% 46
2015
Q2 		$781K Sell
19,919
-713
-3% -$29K 0.26% 48
2015
Q1 		$837K Sell
20,632
-400
-2% -$16.7K 0.28% 47
2014
Q4 		$888K Hold
21,032
– – 0.3% 47
2014
Q3 		$897K Sell
21,032
-100
-0.5% -$4.13K 0.3% 50
2014
Q2 		$895K Sell
21,132
-1,000
-5% -$40.6K 0.29% 50
2014
Q1 		$856K Hold
22,132
– – 0.3% 50
2013
Q4 		$914K Sell
22,132
-1,662
-7% -$65.6K 0.32% 50
2013
Q3 		$901K Sell
23,794
-25
-0.1% -$988 0.34% 49
2013
Q2 		$955K Buy
+23,819
New +$986K 0.38% 47

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVM Capital Management's KO Position: Q2 2026 in Review

LVM Capital Management reduced its Coca-Cola (KO) stake by 3.2% in Q2 2026, selling an estimated $69.2K and leaving 26,748 shares worth $2.17M. The position accounts for 0.18% of the portfolio, ranked #62.

LVM Capital Management first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • LVM Capital Management held 26,748 shares of Coca-Cola worth $2.17M as of Q2 2026.
  • LVM Capital Management sold 876 Coca-Cola shares in Q2 2026, an estimated $69.2K.
  • Coca-Cola made up 0.18% of LVM Capital Management's portfolio in Q2 2026, its #62 holding.
  • LVM Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.