KO — COCA COLA CO

Ownership history in AM Squared Ltd  ·  5 quarters on record

This page tracks every 13F SEC filing in which AM Squared Ltd reported a position in COCA COLA CO (KO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.03% (2023 Q4)
Avg. % of fund
0.35%
First filed
2023 Q2
Last filed
2024 Q2
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 UNCHANGED 2 — 0% 0.00% $127 $60.53
2024 Q1 REDUCED 2 -8,598 -100.0% 0.00% $122 $57.73
2023 Q4 ADDED 8,600 +600 +7.5% 1.03% $507K $55.17
2023 Q3 ADDED 8,000 +7,400 +1233.3% 0.68% $448K $51.99
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    KO price (monthly, adj. close)

Other funds also holding KO

As of 2025 Q4 — sorted by position size

ALLEN HOLDING INC /NY 3Y 7Y 39.98% BIGLARI, SARDAR 3Y 7Y 15.49% BERKSHIRE HATHAWAY INC 3Y 7Y 10.2% PFW Advisors LLC 9.58% CULLINAN ASSOCIATES INC 3Y 7Y 6.47% Meadow Creek Wealth Advisors LLC 3Y 6.41% Pinnacle Financial Partners, Inc. 5.86% Alphinity Investment Management Pty Ltd 3Y 7Y 5.72% Savoir Faire Capital Management, L.P. 5.57% Ilex Capital Partners (UK) LLP 5.52%
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