KO β€” COCA COLA CO

Ownership history in LAWOOD & CO  Β·  2 quarters on record

AI Ownership Summary

LAWOOD & CO reported COCA COLA CO (KO) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 1.73% in 2026 Q1. The latest visible filing shows KO at 1.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LAWOOD & CO's position in COCA COLA CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KO was reported at 1.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.73% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LAWOOD & CO held KO β€” position size vs. price
% of Fund (quarterly)    KO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 24,535 +1,724 +7.6% 1.73% $1.9M 2026-04-14 $75.90
2025 Q4 INITIATED 22,811 β€” β€” 1.51% $1.6M 2026-02-05 $77.97

FAQ About LAWOOD & CO and KO

These are the practical questions this page is built to answer before you even open the full history table.

How long has LAWOOD & CO reported owning KO?

LAWOOD & CO reported KO across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported KO position in LAWOOD & CO's portfolio?

The largest reported portfolio weight for KO was 1.73% in 2026 Q1.

What is the latest reported KO position on this page?

The most recent filing on this page is 2026 Q1, when LAWOOD & CO reported 24,535 shares, equal to 1.73% of portfolio, with an estimated market value of $1.9M.

What does the chart on this KO ownership page compare?

The chart compares LAWOOD & CO's quarterly KO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to LAWOOD & CO Holdings