SEC 13F Intelligence

Liberty One Investment Management, LLC / KO

Liberty One Investment Management, LLC’s Coca Cola Co Position

Does Liberty One Investment Management, LLC own Coca Cola Co (KO)? Yes396.4K shares worth $30M (+3.11% of its 13F portfolio) as of Q1 2026, up from 352.8K shares the prior filed quarter.

Position Value
$30M
Q1 2026
Shares
396.4K
% of Portfolio
+3.11%
Quarters Held
25
currently held

Position History KO

Reported value by quarter
Q1 ’20: $11MQ1 ’20Q2 ’20: $12MQ3 ’20: $14MQ4 ’20: $17MQ1 ’21: $17MQ1 ’21Q2 ’21: $18MQ3 ’21: $17MQ4 ’21: $21MQ1 ’22: $22MQ1 ’22Q2 ’22: $18MQ3 ’22: $19MQ4 ’22: $23MQ1 ’23: $24MQ1 ’23Q2 ’23: $24MQ3 ’23: $23MQ4 ’23: $25MQ1 ’24: $26MQ1 ’24Q2 ’24: $28,155Q3 ’24: $32MQ4 ’24: $29MQ1 ’25: $33MQ1 ’25Q2 ’25: $32MQ3 ’25: $58MQ4 ’25: $25MQ1 ’26: $30MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026396.4K$30M+3.11%
Q4 2025352.8K$25M+3.15%
Q3 2025875.1K$58M+3.26%
Q2 2025452.1K$32M+3.24%
Q1 2025464.5K$33M+3.37%
Q4 2024457.9K$29M+3.09%
Q3 2024444.7K$32M+3.27%
Q2 2024442.3K$28,155+3.17%
Q1 2024429.2K$26M+2.97%
Q4 2023428.9K$25M+3.12%
Q3 2023412.5K$23M+3.35%
Q2 2023397.8K$24M+3.11%
Q1 2023386.3K$24M+3.27%
Q4 2022363.4K$23M+3.32%
Q3 2022344.4K$19M+3.17%
Q2 2022326.5K$18M+3.01%
Q1 2022347.4K$22M+3.27%
Q4 2021346.8K$21M+3.09%
Q3 2021330.3K$17M+2.96%
Q2 2021326.5K$18M+2.99%
Q1 2021318.4K$17M+2.99%
Q4 2020303.7K$17M+3.13%
Q3 2020290.7K$14M+2.94%
Q2 2020271.4K$12M+2.72%
Q1 2020249.2K$11M+2.84%

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