SEC 13F Intelligence

Lmcg Investments, LLC / KO

Lmcg Investments, LLC’s Coca Cola Co Position

Does Lmcg Investments, LLC own Coca Cola Co (KO)? Yes302.4K shares worth $23M (+1.37% of its 13F portfolio) as of Q1 2026, down from 317.5K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
302.4K
% of Portfolio
+1.37%
Quarters Held
17
currently held

Position History KO

Reported value by quarter
Q1 ’22: $18MQ1 ’22Q2 ’22: $18MQ3 ’22: $16MQ4 ’22: $18MQ4 ’22Q1 ’23: $17MQ2 ’23: $19MQ3 ’23: $22MQ3 ’23Q4 ’23: $24MQ1 ’24: $24MQ2 ’24: $26MQ2 ’24Q3 ’24: $31MQ4 ’24: $26MQ1 ’25: $29MQ1 ’25Q2 ’25: $25MQ3 ’25: $23MQ4 ’25: $22MQ4 ’25Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026302.4K$23M+1.37%
Q4 2025317.5K$22M+1.27%
Q3 2025344.6K$23M+1.34%
Q2 2025355.4K$25M+1.58%
Q1 2025405.1K$29M+1.93%
Q4 2024417.9K$26M+1.60%
Q3 2024433.8K$31M+1.87%
Q2 2024407.5K$26M+1.51%
Q1 2024400.0K$24M+1.44%
Q4 2023399.3K$24M+1.46%
Q3 2023387.3K$22M+1.46%
Q2 2023319.0K$19M+1.24%
Q1 2023275.4K$17M+1.14%
Q4 2022277.5K$18M+1.23%
Q3 2022276.9K$16M+1.13%
Q2 2022282.1K$18M+1.22%
Q1 2022286.5K$18M+1.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lmcg Investments, LLC’s full portfolio or all institutional holders of KO.