SUVRETTA CAPITAL MANAGEMENT, LLC KO — COCA COLA CO

Ownership history in SUVRETTA CAPITAL MANAGEMENT, LLC  ·  8 quarters on record

AI Ownership Summary

SUVRETTA CAPITAL MANAGEMENT, LLC reported COCA COLA CO (KO) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.63% in 2025 Q2. The latest visible filing shows KO at 1.98% 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 SUVRETTA CAPITAL MANAGEMENT, LLC'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
2025 Q4

KO was reported at 1.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.63% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 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.

KO stock page SUVRETTA CAPITAL MANAGEMENT, LLC fund profile SUVRETTA CAPITAL MANAGEMENT, LLC full holdings
How SUVRETTA CAPITAL MANAGEMENT, LLC held KO — position size vs. price
% of Fund (quarterly)    KO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 1,382,750 -72,330 -5.0% 1.98% $96.7M 2026-02-14 (Est.) $78.14
2025 Q3 ADDED — — — 1,455,080 +221,850 +18.0% 2.47% $96.5M 2025-11-14 $70.18
2025 Q2 ADDED — — — 1,233,230 +817,510 +196.6% 2.63% $87.3M 2025-08-14 $68.07
2025 Q1 REDUCED 63.5% -0.5% ✅ 415,720 -722,133 -63.5% 1.10% $29.8M 2025-05-15 $69.59
2024 Q4 ADDED — — — 1,137,853 +548,941 +93.2% 2.41% $70.8M 2025-02-14 $66.44
2024 Q3 ADDED — — — 588,912 +28,299 +5.0% 1.35% $42.3M 2024-11-14 $59.89
2024 Q2 ADDED — — — 560,613 +14,113 +2.6% 1.31% $35.7M 2024-08-14 $65.21
2024 Q1 INITIATED — — — 546,500 — — 1.24% $33.4M 2024-05-15 $59.57

🏢 Other funds also holding KO

As of 2026 Q1 — sorted by position size

PFW Advisors LLC 10.84% Employees Provident Fund Board 5.32% waypoint wealth counsel 4.81% Kennon-Green & Company, LLC 3Y 4.14% Castle Rock Wealth Management, LLC 3Y 7Y 4.05% HS Management Partners, LLC 3Y 7Y 3.98% Bull Street Advisors, LLC 3Y 3.88% James Hambro & Partners LLP 3Y 7Y 3.86% Guinness Asset Management LTD 3Y 7Y 3.8% ZWJ INVESTMENT COUNSEL INC 3Y 7Y 3.56%

FAQ About SUVRETTA CAPITAL MANAGEMENT, 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 SUVRETTA CAPITAL MANAGEMENT, LLC reported owning KO?

SUVRETTA CAPITAL MANAGEMENT, LLC reported KO across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported KO position in SUVRETTA CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for KO was 2.63% in 2025 Q2.

What is the latest reported KO position on this page?

The most recent filing on this page is 2025 Q4, when SUVRETTA CAPITAL MANAGEMENT, LLC reported 1,382,750 shares, equal to 1.98% of portfolio, with an estimated market value of $96.7M.

What does the chart on this KO ownership page compare?

The chart compares SUVRETTA CAPITAL MANAGEMENT, 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.

How well did SUVRETTA CAPITAL MANAGEMENT, LLC time their KO position?

Based on 13F filing dates vs. subsequent KO price moves, SUVRETTA CAPITAL MANAGEMENT, LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on KO relative to SPY over the holding period was -0.1%.

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