KO COCA COLA CO COM

Ownership history in Drexel Morgan & Co.  ·  61 quarters on record

AI Ownership Summary

Drexel Morgan & Co. reported COCA COLA CO COM (KO) in 61 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 6.94% in 2023 Q3. The latest visible filing shows KO at 4.99% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Drexel Morgan & Co.'s position in COCA COLA CO COM, 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
2025 Q4

KO was reported at 4.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.94% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Drexel Morgan & Co. held KO — position size vs. price
% of Fund (quarterly)    KO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 456,411 0% 4.99% $31.9M 2026-02-14 (Est.) $78.14
2025 Q3 UNCHANGED 456,411 0% 4.75% $30.3M 2025-11-12 $70.53
2025 Q2 UNCHANGED 456,411 0% 5.73% $32.3M 2025-08-12 $69.21
2025 Q1 UNCHANGED 456,411 0% 6.86% $32.7M 2025-05-08 $69.16
2024 Q4 UNCHANGED 456,411 0% 5.86% $28.4M 2025-02-11 $65.21
2024 Q3 UNCHANGED 456,411 0% 6.10% $32.8M 2024-10-28 $63.83
2024 Q2 ADDED 456,411 +100 +0.0% 6.23% $29.1M 2024-08-12 $64.82
2024 Q1 ADDED 456,311 +100 +0.0% 5.75% $27.9M 2024-04-30 $58.29
2023 Q4 ADDED 456,211 +460 +0.1% 6.21% $26.9M 2024-02-08 $56.01
2023 Q3 ADDED 455,751 +850 +0.2% 6.94% $25.5M 2023-11-08 $53.02
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Drexel Morgan & 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 Drexel Morgan & Co. reported owning KO?

Drexel Morgan & Co. reported KO across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported KO position in Drexel Morgan & Co.'s portfolio?

The largest reported portfolio weight for KO was 6.94% in 2023 Q3.

What is the latest reported KO position on this page?

The most recent filing on this page is 2025 Q4, when Drexel Morgan & Co. reported 456,411 shares, equal to 4.99% of portfolio, with an estimated market value of $31.9M.

What does the chart on this KO ownership page compare?

The chart compares Drexel Morgan & 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.

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