KO — COCA COLA CO

Ownership history in Griffith & Werner, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Griffith & Werner, Inc. 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
4.16% (2025 Q1)
Avg. % of fund
3.72%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 97,647 +921 +1.0% 3.48% $6.8M $69.43
2025 Q3 ADDED 96,726 +3,287 +3.5% 3.53% $6.8M $65.41
2025 Q1 ADDED 93,439 +2,762 +3.0% 4.16% $6.7M $69.60
2024 Q4 INITIATED 90,677 — — 3.73% $5.6M $60.06
% 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%
← Back to Griffith & Werner, Inc. Holdings