Ownership history in Rathbones Group PLC Β· 81 quarters on record
This page tracks every 13F SEC filing in which Rathbones Group PLC reported a position in COCA COLA CO COM (KO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Rathbones Group PLC underperformed the S&P 500 by β1.4% annually on this KO position. Timing score: 54% (43/79 decisions correct). Average cost basis: $45.19. Maximum drawdown during holding period: β25.5%.
β οΈ Trailed SPY by 1.4% ann. on this position.
79 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
43 of 79 add/trim decisions correct
Best entry: $13.28 (2008 Q4) Β· Worst: $69.60 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
60 adds Β· 21 trims. Bought during 20 of 29 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.64% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size