Lyell Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $469K | Hold |
6,168
| – | – | 0.03% | 156 |
|
|
2025
Q4 | $431K | Buy |
6,168
+443
| +8% | +$30.9K | 0.03% | 158 |
|
|
2025
Q3 | $380K | Hold |
5,725
| – | – | 0.03% | 162 |
|
|
2025
Q2 | $405K | Hold |
5,725
| – | – | 0.03% | 160 |
|
|
2025
Q1 | $410K | Buy |
5,725
+450
| +9% | +$30.1K | 0.04% | 154 |
|
|
2024
Q4 | $328K | Hold |
5,275
| – | – | 0.03% | 162 |
|
|
2024
Q3 | $379K | Hold |
5,275
| – | – | 0.03% | 163 |
|
|
2024
Q2 | $336K | Sell |
5,275
-994
| -16% | -$61.5K | 0.03% | 160 |
|
|
2024
Q1 | $384K | Buy |
6,269
+994
| +19% | +$59.7K | 0.04% | 152 |
|
|
2023
Q4 | $311K | Hold |
5,275
| – | – | 0.04% | 161 |
|
|
2023
Q3 | $295K | Sell |
5,275
-880
| -14% | -$52.8K | 0.04% | 150 |
|
|
2023
Q2 | $371K | Sell |
6,155
-1,480
| -19% | -$92.1K | 0.05% | 146 |
|
|
2023
Q1 | $474K | Buy |
7,635
+370
| +5% | +$22.4K | 0.07% | 140 |
|
|
2022
Q4 | $462K | Buy |
7,265
+275
| +4% | +$16.6K | 0.07% | 137 |
|
|
2022
Q3 | $392K | Buy |
6,990
+60
| +0.9% | +$3.73K | 0.07% | 141 |
|
|
2022
Q2 | $439K | Buy |
6,930
+340
| +5% | +$21.6K | 0.07% | 136 |
|
|
2022
Q1 | $411K | Sell |
6,590
-780
| -11% | -$47.4K | 0.05% | 151 |
|
|
2021
Q4 | $436K | Sell |
7,370
-338
| -4% | -$18.8K | 0.05% | 142 |
|
|
2021
Q3 | $408K | Hold |
7,708
| – | – | 0.05% | 139 |
|
|
2021
Q2 | $420K | Buy |
7,708
+368
| +5% | +$20K | 0.05% | 143 |
|
|
2021
Q1 | $390K | Sell |
7,340
-150
| -2% | -$7.55K | 0.06% | 140 |
|
|
2020
Q4 | $411K | Buy |
7,490
+90
| +1% | +$4.65K | 0.07% | 125 |
|
|
2020
Q3 | $368K | Sell |
7,400
-84
| -1% | -$4.04K | 0.07% | 107 |
|
|
2020
Q2 | $337K | Buy |
7,484
+1,384
| +23% | +$63.7K | 0.07% | 101 |
|
|
2020
Q1 | $273K | Sell |
6,100
-1,300
| -18% | -$70.2K | 0.08% | 102 |
|
|
2019
Q4 | $410K | Hold |
7,400
| – | – | 0.11% | 90 |
|
|
2019
Q3 | $406K | Hold |
7,400
| – | – | 0.12% | 89 |
|
|
2019
Q2 | $380K | Sell |
7,400
-500
| -6% | -$24.5K | 0.11% | 96 |
|
|
2019
Q1 | $373K | Hold |
7,900
| – | – | 0.12% | 96 |
|
|
2018
Q4 | $374K | Hold |
7,900
| – | – | 0.16% | 89 |
|
|
2018
Q3 | $368K | Hold |
7,900
| – | – | 0.12% | 94 |
|
|
2018
Q2 | $350K | Hold |
7,900
| – | – | 0.13% | 91 |
|
|
2018
Q1 | $346K | Hold |
7,900
| – | – | 0.13% | 91 |
|
|
2017
Q4 | $362K | Hold |
7,900
| – | – | 0.14% | 91 |
|
|
2017
Q3 | $359K | Sell |
7,900
-50
| -0.6% | -$2.27K | 0.16% | 89 |
|
|
2017
Q2 | $359K | Buy |
7,950
+50
| +0.6% | +$2.21K | 0.17% | 83 |
|
|
2017
Q1 | $338K | Hold |
7,900
| – | – | 0.18% | 83 |
|
|
2016
Q4 | $328K | Buy |
+7,900
| New | +$329K | 0.2% | 80 |
|
Other funds holding KO
VCM
VPM
Lyell Wealth Management's KO Position: Q1 2026 in Review
Lyell Wealth Management held its Coca-Cola (KO) position steady in Q1 2026 at 6,168 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #156.
Lyell Wealth Management first reported a position in KO in Q4 2016 and has held it in 38 quarters since. The position peaked at $474K in Q1 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Lyell Wealth Management held 6,168 shares of Coca-Cola worth $469K as of Q1 2026.
- Lyell Wealth Management left its Coca-Cola share count unchanged in Q1 2026.
- Coca-Cola made up 0.03% of Lyell Wealth Management's portfolio in Q1 2026, its #156 holding.
- Lyell Wealth Management first reported a position in Coca-Cola in Q4 2016 and has held it in 38 quarters since.
- Lyell Wealth Management's Coca-Cola position peaked at $474K in Q1 2023.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.