KO COCA COLA CO

Ownership history in James Hambro & Partners LLP  ·  26 quarters on record

AI Ownership Summary

James Hambro & Partners LLP reported COCA COLA CO (KO) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.04% in 2025 Q1. The latest visible filing shows KO at 3.45% 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 James Hambro & Partners LLP'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 3.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.04% in 2025 Q1

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 James Hambro & Partners LLP held KO — position size vs. price
% of Fund (quarterly)    KO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,382,448 +49,194 +3.7% 3.45% $96.7M 2026-02-14 (Est.) $78.14
2025 Q3 REDUCED 1,333,254 -57,121 -4.1% 3.14% $88.4M 2025-10-15 $66.16
2025 Q2 ADDED 1,390,375 +38,569 +2.9% 3.89% $98.3M 2025-07-17 $69.09
2025 Q1 ADDED 1,351,806 +40,636 +3.1% 4.04% $96.8M 2025-04-17 $70.94
2024 Q4 ADDED 1,311,170 +34,917 +2.7% 3.22% $81.7M 2025-01-22 $59.60
2024 Q3 ADDED 1,276,253 +47,127 +3.8% 3.82% $91.7M 2024-10-21 $66.49
2024 Q2 ADDED 1,229,126 +70,178 +6.1% 3.64% $78.2M 2024-07-16 $61.12
2024 Q1 ADDED 1,158,948 +143,017 +14.1% 3.32% $70.9M 2024-04-26 $58.26
2023 Q4 ADDED 1,015,931 +116,916 +13.0% 3.19% $59.9M 2024-01-19 $56.01
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About James Hambro & Partners LLP and KO

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

How long has James Hambro & Partners LLP reported owning KO?

James Hambro & Partners LLP reported KO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported KO position in James Hambro & Partners LLP's portfolio?

The largest reported portfolio weight for KO was 4.04% in 2025 Q1.

What is the latest reported KO position on this page?

The most recent filing on this page is 2025 Q4, when James Hambro & Partners LLP reported 1,382,448 shares, equal to 3.45% of portfolio, with an estimated market value of $96.7M.

What does the chart on this KO ownership page compare?

The chart compares James Hambro & Partners LLP'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.

← Back to James Hambro & Partners LLP Holdings