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Salomon & Ludwin’s Coca-Cola KO Stock Holding History

Salomon & Ludwin’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 		$1.68M Sell
21,902
-4
-0% -$302 0.15% 73
2025
Q4 		$1.49M Sell
21,906
-783
-3% -$54.6K 0.13% 79
2025
Q3 		$1.51M Buy
22,689
+1,868
+9% +$129K 0.14% 77
2025
Q2 		$1.48M Hold
20,821
– – 0.15% 71
2025
Q1 		$1.49M Sell
20,821
-75
-0.4% -$5.01K 0.16% 68
2024
Q4 		$1.3M Sell
20,896
-800
-4% -$52.2K 0.14% 69
2024
Q3 		$1.56M Buy
21,696
+3,192
+17% +$219K 0.16% 68
2024
Q2 		$1.18M Sell
18,504
-8,789
-32% -$544K 0.13% 75
2024
Q1 		$1.67M Buy
27,293
+6,414
+31% +$385K 0.14% 74
2023
Q4 		$1.17M Hold
20,879
– – 0.12% 77
2023
Q3 		$1.17M Sell
20,879
-1,090
-5% -$65.4K 0.12% 77
2023
Q2 		$1.32M Hold
21,969
– – 0.14% 71
2023
Q1 		$1.36M Hold
21,969
– – 0.16% 68
2022
Q4 		$1.4M Buy
21,969
+2,299
+12% +$139K 0.18% 66
2022
Q3 		$1.1M Buy
19,670
+5,598
+40% +$348K 0.17% 58
2022
Q2 		$885K Buy
14,072
+9,540
+211% +$605K 0.14% 57
2022
Q1 		$281K Buy
4,532
+713
+19% +$43.4K 0.04% 102
2021
Q4 		$226K Buy
+3,819
New +$213K 0.03% 104
2020
Q2 		– Sell
-2,990
Closed -$132K – 152
2020
Q1 		$132K Sell
2,990
-2,094
-41% -$113K 0.03% 60
2019
Q4 		$281K Buy
5,084
+2,094
+70% +$113K 0.06% 43
2019
Q3 		$163K Buy
2,990
+65
+2% +$3.48K 0.03% 52
2019
Q2 		$149K Buy
2,925
+2,040
+231% +$100K 0.03% 54
2019
Q1 		$41K Buy
885
+85
+11% +$3.98K 0.01% 96
2018
Q4 		$38K Buy
+800
New +$38.3K 0.01% 97

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

Salomon & Ludwin's KO Position: Q1 2026 in Review

Salomon & Ludwin reduced its Coca-Cola (KO) stake by 0.02% in Q1 2026, selling an estimated $302 and leaving 21,902 shares worth $1.68M. The position accounts for 0.15% of the portfolio, ranked #73.

Salomon & Ludwin first reported a position in KO in Q4 2018 and has held it in 24 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Salomon & Ludwin held 21,902 shares of Coca-Cola worth $1.68M as of Q1 2026.
  • Salomon & Ludwin sold 4 Coca-Cola shares in Q1 2026, an estimated $302.
  • Coca-Cola made up 0.15% of Salomon & Ludwin's portfolio in Q1 2026, its #73 holding.
  • Salomon & Ludwin first reported a position in Coca-Cola in Q4 2018 and has held it in 24 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.