LVW Advisors’s Coca-Cola KO Stock Holding History

LVW Advisors’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	$1.97M	Buy	24,203 +1,059	+5%	+$83.6K	0.17%	75
2026 Q1	$1.76M	Sell	23,144 -3,133	-12%	-$237K	0.17%	70
2025 Q4	$1.84M	Sell	26,277 -3,540	-12%	-$247K	0.19%	67
2025 Q3	$1.98M	Sell	29,817 -5,187	-15%	-$357K	0.2%	69
2025 Q2	$2.48M	Buy	35,004 +3,679	+12%	+$262K	0.27%	49
2025 Q1	$2.24M	Buy	31,325 +2,025	+7%	+$135K	0.27%	50
2024 Q4	$1.82M	Sell	29,300 -1,464	-5%	-$95.6K	0.22%	67
2024 Q3	$2.21M	Buy	30,764 +3,684	+14%	+$252K	0.28%	58
2024 Q2	$1.72M	Buy	27,080 +2,445	+10%	+$151K	0.25%	63
2024 Q1	$1.51M	Buy	24,635 +6,398	+35%	+$384K	0.26%	65
2023 Q4	$1.07M	Buy	18,237 +13,787	+310%	+$783K	0.2%	77
2023 Q3	$249K	Buy	+4,450	New	+$267K	0.05%	193
2021 Q3	–	Sell	-6,916	Closed	-$374K	–	245
2021 Q2	$374K	Buy	6,916 +283	+4%	+$15.4K	0.07%	171
2021 Q1	$350K	Buy	6,633 +272	+4%	+$13.7K	0.07%	172
2020 Q4	$349K	Buy	6,361 +998	+19%	+$51.6K	0.07%	153
2020 Q3	$265K	Buy	5,363 +634	+13%	+$30.5K	0.06%	162
2020 Q2	$211K	Buy	4,729 +59	+1%	+$2.72K	0.05%	184
2020 Q1	$207K	Buy	4,670 +765	+20%	+$41.3K	0.06%	151
2019 Q4	$216K	Buy	+3,905	New	+$210K	0.05%	171
2019 Q3	–	Sell	-4,075	Closed	-$207K	–	176
2019 Q2	$207K	Sell	4,075 -5,276	-56%	-$259K	0.06%	155
2019 Q1	$438K	Buy	9,351 +943	+11%	+$44.1K	0.12%	119
2018 Q4	$398K	Sell	8,408 -10,241	-55%	-$490K	0.13%	95
2018 Q3	$861K	Sell	18,649 -395	-2%	-$18K	0.24%	69
2018 Q2	$835K	Sell	19,044 -1,326	-7%	-$57.3K	0.26%	67
2018 Q1	$885K	Sell	20,370 -56,478	-73%	-$2.54M	0.27%	66
2017 Q4	$3.53M	Buy	76,848 +6,357	+9%	+$292K	1.03%	24
2017 Q3	$3.17M	Buy	70,491 +7,631	+12%	+$347K	1.26%	21
2017 Q2	$2.82M	Sell	62,860 -2,190	-3%	-$96.8K	0.99%	22
2017 Q1	$2.76M	Sell	65,050 -1,568	-2%	-$65.4K	0.99%	27
2016 Q4	$2.76M	Buy	66,618 +1,900	+3%	+$79.1K	0.97%	27
2016 Q3	$2.74M	Buy	64,718 +3,408	+6%	+$149K	0.9%	28
2016 Q2	$2.78M	Sell	61,310 -3,570	-6%	-$161K	1.04%	23
2016 Q1	$3.01M	Buy	64,880 +784	+1%	+$34.1K	0.96%	23
2015 Q4	$2.75M	Sell	64,096 -304	-0.5%	-$12.9K	1.08%	23
2015 Q3	$2.58M	Buy	64,400 +818	+1%	+$32.8K	1.19%	21
2015 Q2	$2.49M	Buy	63,582 +56,904	+852%	+$2.31M	1.06%	24
2015 Q1	$271K	Sell	6,678 -117	-2%	-$4.89K	0.13%	124
2014 Q4	$287K	Buy	+6,795	New	+$290K	0.16%	119

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVW Advisors's KO Position: Q2 2026 in Review

LVW Advisors increased its Coca-Cola (KO) stake by 4.6% in Q2 2026, buying an estimated $83.6K and bringing the position to 24,203 shares worth $1.97M. The position accounts for 0.17% of the portfolio, ranked #75.

LVW Advisors first reported a position in KO in Q4 2014 and has held it in 38 quarters since. The position peaked at $3.53M in Q4 2017. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

LVW Advisors held 24,203 shares of Coca-Cola worth $1.97M as of Q2 2026.
LVW Advisors bought 1,059 Coca-Cola shares in Q2 2026, an estimated $83.6K.
Coca-Cola made up 0.17% of LVW Advisors's portfolio in Q2 2026, its #75 holding.
LVW Advisors first reported a position in Coca-Cola in Q4 2014 and has held it in 38 quarters since.
LVW Advisors's Coca-Cola position peaked at $3.53M in Q4 2017.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.