KO — Coca Cola Company Common

Ownership history in SHEETS SMITH WEALTH MANAGEMENT  ·  66 quarters on record

This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in Coca Cola Company Common (KO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.44% (2022 Q2)
Avg. % of fund
1.11%
First filed
2004 Q1
Last filed
2025 Q4
Quarters held
66
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 330,760 +265 +0.1% 2.54% $23.1M $69.43
2025 Q3 REDUCED 330,495 -134 -0.0% 2.48% $21.9M $65.41
2025 Q2 ADDED 330,629 +1 +0.0% 2.74% $23.4M $69.25
2025 Q1 UNCHANGED 330,628 — 0% 2.94% $23.7M $69.60
62 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    KO price (monthly, adj. close)

Other funds also holding KO

As of 2025 Q4 — sorted by position size

ALLEN HOLDING INC /NY 3Y 7Y 39.98% BIGLARI, SARDAR 3Y 7Y 15.49% BERKSHIRE HATHAWAY INC 3Y 7Y 10.2% PFW Advisors LLC 9.58% CULLINAN ASSOCIATES INC 3Y 7Y 6.47% Meadow Creek Wealth Advisors LLC 3Y 6.41% Pinnacle Financial Partners, Inc. 5.86% Alphinity Investment Management Pty Ltd 3Y 7Y 5.72% Savoir Faire Capital Management, L.P. 5.57% Ilex Capital Partners (UK) LLP 5.52%
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