MLL
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Moody Lynn & Lieberson’s Coca-Cola KO Stock Holding History

Moody Lynn & Lieberson’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 		$19.7M Sell
242,903
-14,981
-6% -$1.18M 1.04% 26
2026
Q1 		$19.6M Buy
257,884
+22,691
+10% +$1.72M 1.1% 28
2025
Q4 		$16.4M Buy
235,193
+45,790
+24% +$3.19M 0.87% 30
2025
Q3 		$12.6M Buy
189,403
+1,353
+0.7% +$93.1K 0.68% 37
2025
Q2 		$13.3M Buy
188,050
+26,430
+16% +$1.88M 0.77% 32
2025
Q1 		$11.6M Buy
161,620
+16,254
+11% +$1.09M 0.74% 35
2024
Q4 		$9.05M Buy
145,366
+2,410
+2% +$157K 0.55% 37
2024
Q3 		$10.3M Buy
142,956
+19,099
+15% +$1.31M 0.63% 37
2024
Q2 		$7.88M Buy
123,857
+178
+0.1% +$11K 0.52% 42
2024
Q1 		$7.57M Sell
123,679
-17,421
-12% -$1.05M 0.51% 43
2023
Q4 		$8.32M Sell
141,100
-43,877
-24% -$2.49M 0.63% 39
2023
Q3 		$10.4M Sell
184,977
-214
-0.1% -$12.8K 0.89% 36
2023
Q2 		$11.2M Buy
185,191
+3,243
+2% +$202K 0.9% 35
2023
Q1 		$11.3M Sell
181,948
-381
-0.2% -$23.1K 1.02% 35
2022
Q4 		$11.6M Buy
182,329
+123
+0.1% +$7.43K 1.06% 33
2022
Q3 		$10.2M Sell
182,206
-616
-0.3% -$38.3K 0.99% 37
2022
Q2 		$11.5M Sell
182,822
-398
-0.2% -$25.2K 1.04% 34
2022
Q1 		$11.4M Buy
183,220
+577
+0.3% +$35.1K 0.83% 37
2021
Q4 		$10.8M Buy
182,643
+1,918
+1% +$107K 0.73% 41
2021
Q3 		$9.48M Sell
180,725
-128,029
-41% -$7.14M 0.71% 42
2021
Q2 		$16.7M Buy
308,754
+1,388
+0.5% +$75.5K 1.26% 27
2021
Q1 		$16.2M Sell
307,366
-15,569
-5% -$784K 1.35% 31
2020
Q4 		$17.7M Buy
322,935
+3,363
+1% +$174K 1.52% 21
2020
Q3 		$15.8M Buy
319,572
+33,179
+12% +$1.6M 1.56% 20
2020
Q2 		$12.8M Sell
286,393
-50,919
-15% -$2.35M 1.39% 27
2020
Q1 		$14.9K Buy
337,312
+15,795
+5% +$853K 2.05% 14
2019
Q4 		$17.8M Buy
321,517
+3,257
+1% +$175K 1.72% 14
2019
Q3 		$17.3M Buy
318,260
+954
+0.3% +$51.1K 1.93% 12
2019
Q2 		$16.2M Sell
317,306
-8,219
-3% -$403K 1.78% 19
2019
Q1 		$15.3M Sell
325,525
-62,592
-16% -$2.93M 1.75% 16
2018
Q4 		$18.4M Buy
388,117
+75,110
+24% +$3.59M 2.47% 9
2018
Q3 		$14.5M Buy
313,007
+75,912
+32% +$3.47M 1.53% 21
2018
Q2 		$10.4M Buy
237,095
+83,988
+55% +$3.63M 1.23% 31
2018
Q1 		$6.65M Buy
153,107
+100,784
+193% +$4.53M 0.8% 39
2017
Q4 		$2.48M Buy
52,323
+8,496
+19% +$391K 0.26% 69
2017
Q3 		$1.97M Buy
43,827
+516
+1% +$23.5K 0.24% 82
2017
Q2 		$1.94M Buy
43,311
+9,338
+27% +$413K 0.26% 75
2017
Q1 		$1.44M Sell
33,973
-2,310
-6% -$96.3K 0.2% 75
2016
Q4 		$1.5M Sell
36,283
-985
-3% -$41K 0.22% 81
2016
Q3 		$1.58M Sell
37,268
-79,679
-68% -$3.49M 0.26% 77
2016
Q2 		$5.3M Buy
116,947
+1,954
+2% +$88.3K 0.95% 38
2016
Q1 		$5.33M Sell
114,993
-51,712
-31% -$2.25M 0.84% 50
2015
Q4 		$7.16M Sell
166,705
-5,699
-3% -$242K 1.13% 30
2015
Q3 		$6.92M Buy
172,404
+137,927
+400% +$5.52M 1.33% 28
2015
Q2 		$1.35M Sell
34,477
-278
-0.8% -$11.3K 0.22% 90
2015
Q1 		$1.41M Sell
34,755
-7,416
-18% -$310K 0.22% 84
2014
Q4 		$1.78M Sell
42,171
-804
-2% -$34.3K 0.25% 83
2014
Q3 		$1.83M Sell
42,975
-1,125
-3% -$46.5K 0.27% 86
2014
Q2 		$1.87M Sell
44,100
-391
-0.9% -$15.9K 0.26% 88
2014
Q1 		$1.72M Buy
44,491
+3,254
+8% +$126K 0.25% 98
2013
Q4 		$1.7M Sell
41,237
-1,832
-4% -$72.3K 0.23% 102
2013
Q3 		$1.63M Buy
43,069
+250
+0.6% +$9.88K 0.25% 98
2013
Q2 		$1.72M Buy
+42,819
New +$1.77M 0.3% 85

Other funds holding KO

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Moody Lynn & Lieberson's KO Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Coca-Cola (KO) stake by 5.8% in Q2 2026, selling an estimated $1.18M and leaving 242,903 shares worth $19.7M. The position accounts for 1.04% of the portfolio, ranked #26.

Moody Lynn & Lieberson first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Moody Lynn & Lieberson held 242,903 shares of Coca-Cola worth $19.7M as of Q2 2026.
  • Moody Lynn & Lieberson sold 14,981 Coca-Cola shares in Q2 2026, an estimated $1.18M.
  • Coca-Cola made up 1.04% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #26 holding.
  • Moody Lynn & Lieberson first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.