KO β€” COCA COLA CO

Ownership history in M.E. ALLISON & CO., INC.  Β·  6 quarters on record

AI Ownership Summary

M.E. ALLISON & CO., INC. reported COCA COLA CO (KO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.85% in 2024 Q4. The latest visible filing shows KO at 1.30% 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.

What this KO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M.E. ALLISON & CO., INC.'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
2026 Q1

KO was reported at 1.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.85% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 M.E. ALLISON & CO., INC. held KO β€” position size vs. price
% of Fund (quarterly)    KO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 25,759 -160 -0.6% 1.30% $2.0M 2026-04-08 $77.29
2025 Q4 ADDED 25,919 +116 +0.4% 1.23% $1.8M 2026-01-12 $70.02
2025 Q3 ADDED 25,803 +3,756 +17.0% 1.19% $1.7M 2025-10-08 $65.21
2025 Q2 REDUCED 22,047 -4,053 -15.5% 1.25% $1.6M 2025-07-25 $67.70
2025 Q1 REDUCED 26,100 -908 -3.4% 1.85% $1.9M 2025-04-17 $70.94
2024 Q4 INITIATED 27,008 β€” β€” 1.85% $1.7M 2025-01-16 $60.05

FAQ About M.E. ALLISON & CO., INC. and KO

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

How long has M.E. ALLISON & CO., INC. reported owning KO?

M.E. ALLISON & CO., INC. reported KO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported KO position in M.E. ALLISON & CO., INC.'s portfolio?

The largest reported portfolio weight for KO was 1.85% in 2024 Q4.

What is the latest reported KO position on this page?

The most recent filing on this page is 2026 Q1, when M.E. ALLISON & CO., INC. reported 25,759 shares, equal to 1.30% of portfolio, with an estimated market value of $2.0M.

What does the chart on this KO ownership page compare?

The chart compares M.E. ALLISON & CO., INC.'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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