KO Coca-Cola Company com

Ownership history in RBO & CO LLC  ·  97 quarters on record

AI Ownership Summary

RBO & CO LLC reported Coca-Cola Company com (KO) in 97 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.82% in 2024 Q2. The latest visible filing shows KO at 2.52% 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 RBO & CO LLC's position in Coca-Cola Company com, 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 2.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.82% in 2024 Q2

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 RBO & CO LLC 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 UNCHANGED 226,363 0% 2.52% $15.8M 2026-02-14 (Est.) $78.14
2025 Q3 UNCHANGED 226,363 0% 2.35% $15.0M 2025-11-12 $70.53
2025 Q2 REDUCED 226,363 -148 -0.1% 2.57% $16.0M 2025-08-12 $69.21
2025 Q1 REDUCED 226,511 -12,162 -5.1% 2.59% $16.2M 2025-05-14 $67.21
2024 Q4 REDUCED 238,673 -60 -0.0% 2.42% $14.9M 2025-02-14 $66.44
2024 Q3 REDUCED 238,733 -9,397 -3.8% 2.71% $17.2M 2024-11-13 $60.32
2024 Q2 REDUCED 248,130 -2,871 -1.1% 2.82% $15.8M 2024-08-12 $64.82
2024 Q1 REDUCED 251,001 -8,741 -3.4% 2.56% $15.4M 2024-05-14 $59.54
2023 Q4 REDUCED 259,742 -5,141 -1.9% 2.63% $15.3M 2024-02-13 $55.56
88 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About RBO & CO LLC and KO

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

How long has RBO & CO LLC reported owning KO?

RBO & CO LLC reported KO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported KO position in RBO & CO LLC's portfolio?

The largest reported portfolio weight for KO was 2.82% in 2024 Q2.

What is the latest reported KO position on this page?

The most recent filing on this page is 2025 Q4, when RBO & CO LLC reported 226,363 shares, equal to 2.52% of portfolio, with an estimated market value of $15.8M.

What does the chart on this KO ownership page compare?

The chart compares RBO & CO LLC'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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