KO COCA COLA

Ownership history in Notis-McConarty Edward  ·  47 quarters on record

AI Ownership Summary

Notis-McConarty Edward reported COCA COLA (KO) in 47 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.24% in 2024 Q3. The latest visible filing shows KO at 0.11% 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 Notis-McConarty Edward's position in COCA COLA, 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 Q3

KO was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% 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 Q3

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 Notis-McConarty Edward held KO — position size vs. price
% of Fund (quarterly)    KO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 3,716 0% 0.11% $246K 2025-11-10 $69.55
2025 Q2 REDUCED 3,716 -500 -11.9% 0.13% $263K 2025-07-23 $67.69
2025 Q1 REDUCED 4,216 -616 -12.7% 0.16% $302K 2025-05-06 $69.70
2024 Q4 REDUCED 4,832 -2,668 -35.6% 0.15% $301K 2025-02-13 $67.05
2024 Q3 REDUCED 7,500 -260 -3.4% 0.24% $539K 2024-11-12 $60.51
2024 Q2 REDUCED 7,760 -540 -6.5% 0.19% $494K 2024-08-12 $64.82
2024 Q1 REDUCED 8,300 -900 -9.8% 0.20% $508K 2024-04-29 $58.54
2023 Q4 UNCHANGED 9,200 0% 0.22% $542K 2024-02-14 $55.50
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Notis-McConarty Edward and KO

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

How long has Notis-McConarty Edward reported owning KO?

Notis-McConarty Edward reported KO across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported KO position in Notis-McConarty Edward's portfolio?

The largest reported portfolio weight for KO was 0.24% in 2024 Q3.

What is the latest reported KO position on this page?

The most recent filing on this page is 2025 Q3, when Notis-McConarty Edward reported 3,716 shares, equal to 0.11% of portfolio, with an estimated market value of $246K.

What does the chart on this KO ownership page compare?

The chart compares Notis-McConarty Edward'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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