DUDLEY CAPITAL MANAGEMENT, LLC KO COCA COLA CO

Ownership history in DUDLEY CAPITAL MANAGEMENT, LLC  ·  13 quarters on record

AI Ownership Summary

DUDLEY CAPITAL MANAGEMENT, LLC reported COCA COLA CO (KO) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.54% in 2023 Q4. The latest visible filing shows KO at 1.20% 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 DUDLEY CAPITAL MANAGEMENT, LLC'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
2025 Q4

KO was reported at 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.54% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 DUDLEY CAPITAL MANAGEMENT, LLC held KO — position size vs. price
% of Fund (quarterly)    KO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 39,499 +113 +0.3% 1.20% $2.8M 2026-02-14 (Est.) $78.14
2025 Q3 ADDED 39,386 +3 +0.0% 1.17% $2.6M 2025-10-29 $67.41
2025 Q2 ADDED 39,383 +287 +0.7% 1.39% $2.8M 2025-07-30 $67.29
2025 Q1 REDUCED 39,096 -985 -2.5% 1.47% $2.8M 2025-05-07 $70.36
2024 Q4 REDUCED 40,081 -971 -2.4% 1.26% $2.5M 2025-02-11 $65.21
2024 Q3 ADDED 41,052 +3 +0.0% 1.53% $2.9M 2024-10-31 $62.53
2024 Q2 UNCHANGED 41,049 0% 1.45% $2.6M 2024-08-09 $65.31
2024 Q1 ADDED 41,049 +2 +0.0% 1.45% $2.5M 2024-05-13 $59.99
2023 Q4 ADDED 41,047 +5 +0.0% 1.54% $2.4M 2024-02-12 $55.89
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DUDLEY CAPITAL MANAGEMENT, LLC and KO

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

How long has DUDLEY CAPITAL MANAGEMENT, LLC reported owning KO?

DUDLEY CAPITAL MANAGEMENT, LLC reported KO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported KO position in DUDLEY CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for KO was 1.54% in 2023 Q4.

What is the latest reported KO position on this page?

The most recent filing on this page is 2025 Q4, when DUDLEY CAPITAL MANAGEMENT, LLC reported 39,499 shares, equal to 1.20% of portfolio, with an estimated market value of $2.8M.

What does the chart on this KO ownership page compare?

The chart compares DUDLEY CAPITAL MANAGEMENT, LLC'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.

How well did DUDLEY CAPITAL MANAGEMENT, LLC time their KO position?

Based on 13F filing dates vs. subsequent KO price moves, DUDLEY CAPITAL MANAGEMENT, LLC correctly timed 8 out of 10 reported position changes (80%). The annualised alpha on KO relative to SPY over the holding period was -5.9%.

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