KO Coca-ColaCo

Ownership history in FAYEZ SAROFIM & CO  ·  50 quarters on record

AI Ownership Summary

FAYEZ SAROFIM & CO reported Coca-ColaCo (KO) in 50 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.15% in 2024 Q3. The latest visible filing shows KO at 2.62% 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 FAYEZ SAROFIM & CO's position in Coca-ColaCo, 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 2.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.15% in 2024 Q3

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 FAYEZ SAROFIM & CO 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 15,585,165 -981,919 -5.9% 2.62% $1.09B 2026-02-14 (Est.) $78.14
2025 Q3 REDUCED 16,567,084 -298,932 -1.8% 2.55% $1.10B 2025-11-14 $70.18
2025 Q2 REDUCED 16,866,016 -740,008 -4.2% 2.87% $1.20B 2025-08-14 $68.07
2025 Q1 REDUCED 17,606,024 -802,186 -4.4% 3.14% $1.26B 2025-05-12 $67.57
2024 Q4 ADDED 18,408,210 +1,155,538 +6.7% 2.79% $1.15B 2025-02-14 $66.44
2024 Q3 REDUCED 17,252,672 -198,460 -1.1% 3.15% $1.24B 2024-11-14 $59.89
2024 Q2 ADDED 17,451,132 +939,918 +5.7% 3.00% $1.11B 2024-08-14 $65.21
2024 Q1 REDUCED 16,511,214 -278,955 -1.7% 3.01% $1.01B 2024-05-14 $59.54
2023 Q4 REDUCED 16,790,169 -2,280,213 -12.0% 3.06% $1.00B 2024-02-15 $55.61
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FAYEZ SAROFIM & 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 FAYEZ SAROFIM & CO reported owning KO?

FAYEZ SAROFIM & CO reported KO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for KO was 3.15% in 2024 Q3.

What is the latest reported KO position on this page?

The most recent filing on this page is 2025 Q4, when FAYEZ SAROFIM & CO reported 15,585,165 shares, equal to 2.62% of portfolio, with an estimated market value of $1.09B.

What does the chart on this KO ownership page compare?

The chart compares FAYEZ SAROFIM & 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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