Coca Cola Co. (KO)

Sector:Consumer Staples
Super Investor Stats:
Ownership count:7
Ownership rank:54
% of all portfolios:0.108%
Hold Price * :$58.93
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
Yacktman Asset Management Reduce 0.30% 7,783 0.00
Lee Ainslie - Maverick Capital Reduce 8.52% 2,353 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 8.81% 1,763 0.00
Q3  2023
Yacktman Asset Management Add 0.31% 8,132 0.00
Lee Ainslie - Maverick Capital Buy 27,629 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 0.75% 151 0.00
Jensen Investment Management Reduce 0.78% 1,000 0.00
Q2  2023
Thomas Russo - Gardner Russo & Quinn Add 1.97% 390 0.00
Yacktman Asset Management Reduce 0.20% 5,252 0.00
Jensen Investment Management Reduce 0.36% 460 0.00
David Katz - Matrix Asset Advisors Sell 100.00% 47,710 0.43
Lee Ainslie - Maverick Capital Sell 100.00% 27,617 0.04
Q1  2023
Lee Ainslie - Maverick Capital Add 3.62% 965 0.00
Jensen Investment Management Reduce 0.31% 400 0.00
Yacktman Asset Management Reduce 0.52% 13,622 0.01
Thomas Russo - Gardner Russo & Quinn Reduce 5.84% 1,226 0.00
David Katz - Matrix Asset Advisors Reduce 61.76% 77,040 0.69
Q4  2022
Lee Ainslie - Maverick Capital Add 22.90% 4,966 0.01
Yacktman Asset Management Reduce 0.58% 15,173 0.01
Jensen Investment Management Reduce 1.68% 2,200 0.00
David Katz - Matrix Asset Advisors Reduce 6.29% 8,367 0.08
Q3  2022
Jensen Investment Management Reduce 0.07% 86 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 1.73% 370 0.00
David Katz - Matrix Asset Advisors Reduce 2.45% 3,347 0.03
Lee Ainslie - Maverick Capital Reduce 26.03% 7,633 0.01
Yacktman Asset Management Reduce 52.47% 2,897,741 1.77
Q2  2022
Lee Ainslie - Maverick Capital Add 68.79% 11,949 0.02
Christopher Bloomstran - Semper Augustus Add 1.93% 425 0.01
Jensen Investment Management Add 0.50% 650 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 0.33% 70 0.00
Yacktman Asset Management Reduce 12.87% 815,773 0.53
David Katz - Matrix Asset Advisors Reduce 60.12% 205,751 1.99
Q1  2022
Lee Ainslie - Maverick Capital Buy 17,370 0.02
Yacktman Asset Management Reduce 0.98% 62,528 0.03
David Katz - Matrix Asset Advisors Reduce 16.99% 70,019 0.58
Q4  2021
David Katz - Matrix Asset Advisors Add 1.27% 5,151 0.04
Yacktman Asset Management Add 0.58% 37,103 0.02
Jensen Investment Management Reduce 0.79% 1,045 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 5.61% 1,275 0.00
Christopher Bloomstran - Semper Augustus Reduce 6.38% 1,500 0.03
Lee Ainslie - Maverick Capital Sell 100.00% 63,736 0.04
Q3  2021
David Katz - Matrix Asset Advisors Add 2.10% 8,383 0.06
Lee Ainslie - Maverick Capital Buy 63,736 0.04
Yacktman Asset Management Reduce 0.19% 11,833 0.01
Christopher Bloomstran - Semper Augustus Reduce 7.84% 2,000 0.03
Q2  2021
David Katz - Matrix Asset Advisors Add 4.60% 17,535 0.14
Jensen Investment Management Reduce 1.35% 1,806 0.00
Yacktman Asset Management Reduce 2.19% 142,443 0.07
Thomas Russo - Gardner Russo & Quinn Reduce 2.65% 617 0.00
Q1  2021
David Katz - Matrix Asset Advisors Add 60.50% 143,677 1.13
Yacktman Asset Management Add 1.80% 114,987 0.06
Jensen Investment Management Reduce 0.98% 1,320 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 50.71% 24,002 0.01
Q4  2020
David Katz - Matrix Asset Advisors Add 16.07% 32,875 0.30
Yacktman Asset Management Reduce 1.35% 87,341 0.06
Thomas Russo - Gardner Russo & Quinn Reduce 10.14% 5,343 0.00
Q3  2020
David Katz - Matrix Asset Advisors Add 19.61% 33,544 0.32
Yacktman Asset Management Add 5.51% 339,234 0.25
Jensen Investment Management Reduce 7.40% 10,782 0.00
Q2  2020
David Katz - Matrix Asset Advisors Add 268.87% 124,692 1.07
Christopher Bloomstran - Semper Augustus Add 6.25% 1,500 0.04
Lindsell Train Buy 21,100 0.02
Jensen Investment Management Reduce 1.72% 2,550 0.00
Yacktman Asset Management Reduce 2.94% 186,552 0.13
Thomas Russo - Gardner Russo & Quinn Reduce 33.83% 26,935 0.01
Q1  2020
David Katz - Matrix Asset Advisors Buy 46,377 0.47
Jensen Investment Management Reduce 1.22% 1,830 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 20.59% 20,647 0.01
Yacktman Asset Management Reduce 32.68% 3,076,841 2.26
Lee Ainslie - Maverick Capital Sell 100.00% 102,871 0.08
Q4  2019
Lee Ainslie - Maverick Capital Buy 102,871 0.08
Jensen Investment Management Reduce 0.66% 1,000 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 5.03% 5,313 0.00
Yacktman Asset Management Reduce 6.67% 672,798 0.47
Christopher Bloomstran - Semper Augustus Reduce 20.00% 6,000 0.18
Q3  2019
Thomas Russo - Gardner Russo & Quinn Reduce 0.42% 450 0.00
Jensen Investment Management Reduce 2.73% 4,237 0.00
Yacktman Asset Management Reduce 22.94% 3,002,561 2.01
Q2  2019
Yacktman Asset Management Reduce 0.55% 71,853 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 4.49% 4,982 0.00
Lee Ainslie - Maverick Capital Sell 100.00% 19,110 0.01
Q1  2019
Yacktman Asset Management Reduce 0.57% 76,101 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 5.07% 5,924 0.00
Jensen Investment Management Reduce 10.75% 18,714 0.01
Lee Ainslie - Maverick Capital Reduce 88.86% 152,440 0.08
Q4  2018
Lee Ainslie - Maverick Capital Add 209.21% 116,070 0.08
Jensen Investment Management Reduce 0.53% 935 0.00
Thomas Russo - Gardner Russo & Quinn Reduce 2.00% 2,385 0.00
Q3  2018
Lee Ainslie - Maverick Capital Buy 55,480 0.03
Thomas Russo - Gardner Russo & Quinn Reduce 2.19% 2,675 0.00
Q2  2018
Thomas Russo - Gardner Russo & Quinn Reduce 1.39% 1,725 0.00
Q1  2018
Thomas Russo - Gardner Russo & Quinn Reduce 5.14% 6,704 0.00
Q4  2017
Thomas Russo - Gardner Russo & Quinn Reduce 20.86% 34,365 0.01
Q3  2017
Thomas Russo - Gardner Russo & Quinn Reduce 2.80% 4,750 0.00
Q2  2017
Thomas Russo - Gardner Russo & Quinn Reduce 1.87% 3,230 0.00
Q1  2017
Thomas Russo - Gardner Russo & Quinn Reduce 5.46% 9,980 0.00
Q4  2016
Thomas Russo - Gardner Russo & Quinn Reduce 1.70% 3,155 0.00
Q3  2016
Thomas Russo - Gardner Russo & Quinn Reduce 5.69% 11,215 0.00
Q2  2016
Thomas Russo - Gardner Russo & Quinn Reduce 3.94% 8,075 0.00
Q1  2016
Thomas Russo - Gardner Russo & Quinn Reduce 0.55% 1,145 0.00

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.