Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  The Coca-Cola Co. (KO)
← All KO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 111,651 0.17 Reduce 0.00% $67.27–82.00 · VW $75.11i $8,491,059 SEC
2025   Q4 111,652 0.12 Reduce 10.31% 0.01 $65.84–73.23 · VW $69.66i $7,805,591 SEC
2025   Q3 124,487 0.10 Add 0.01% $65.35–72.45 · VW $68.04i $8,255,978 SEC
2025   Q2 124,478 0.10 Reduce 0.20% <0.01 $66.05–74.38 · VW $70.39i $8,806,819 SEC
2025   Q1 124,728 0.10 Reduce 0.50% <0.01 $60.62–73.22 · VW $68.49i $8,933,019 SEC
2024   Q4 125,358 0.07 Reduce 0.69% <0.01 $61.39–72.75 · VW $65.47i $7,804,789 SEC
2024   Q3 126,228 0.08 $71.86 $9,070,744 SEC
2024   Q2 126,228 0.07 $63.65 $8,034,412 SEC
2024   Q1 126,228 0.06 Reduce 0.81% <0.01 $58.66–61.62 · VW $60.49i $7,722,629 SEC
2023   Q4 127,263 0.06 $58.93 $7,499,609 SEC
2023   Q3 127,263 0.06 Reduce 0.78% <0.01 $55.62–63.27 · VW $58.29i $7,124,183 SEC
2023   Q2 128,263 0.06 Reduce 0.36% <0.01 $59.37–64.99 · VW $61.53i $7,723,998 SEC
2023   Q1 128,723 0.06 Reduce 0.31% <0.01 $58.37–63.72 · VW $61.37i $7,961,518 SEC
2022   Q4 129,123 0.06 Reduce 1.68% <0.01 $54.02–64.70 · VW $60.78i $8,213,514 SEC
2022   Q3 131,323 0.06 Reduce 0.07% $55.91–65.47 · VW $59.13i $7,357,000 SEC
2022   Q2 131,409 0.07 Add 0.50% <0.01 $58.25–67.20 · VW $62.79i $8,267,000 SEC
2022   Q1 130,759 0.06 $62.00 $8,107,000 SEC
2021   Q4 130,759 0.05 Reduce 0.79% <0.01 $52.28–59.35 · VW $56.95i $7,742,000 SEC
2021   Q3 131,804 0.05 $52.47 $6,916,000 SEC
2021   Q2 131,804 0.05 Reduce 1.35% <0.01 $52.29–56.48 · VW $54.29i $7,132,000 SEC
2021   Q1 133,610 0.06 Reduce 0.98% <0.01 $48.11–54.63 · VW $51.82i $7,043,000 SEC
2020   Q4 134,930 0.06 $54.84 $7,400,000 SEC
2020   Q3 134,930 0.06 Reduce 7.40% <0.01 $43.83–52.14 · VW $48.45i $6,661,000 SEC
2020   Q2 145,712 0.06 Reduce 1.72% <0.01 $41.80–49.97 · VW $45.48i $6,510,000 SEC
2020   Q1 148,262 0.07 Reduce 1.22% <0.01 $36.27–60.13 · VW $46.88i $6,561,000 SEC
2019   Q4 150,092 0.08 Reduce 0.66% <0.01 $51.58–55.45 · VW $54.13i $8,308,000 SEC
2019   Q3 151,092 0.09 Reduce 2.73% <0.01 $50.78–55.92 · VW $53.71i $8,225,000 SEC
2019   Q2 155,329 0.09 $50.92 $7,909,000 SEC
2019   Q1 155,329 0.09 Reduce 10.75% 0.01 $44.42–49.94 · VW $47.07i $7,279,000 SEC
2018   Q4 174,043 0.12 Reduce 0.53% <0.01 $44.25–50.84 · VW $47.48i $8,241,000 SEC
2018   Q3 174,978 0.10 Reduce 92.85% 1.34 $43.58–46.87 · VW $45.55i $8,082,000 SEC
2018   Q2 2,446,081 1.44 Reduce 17.95% 0.30 $41.45–45.03 · VW $43.45i $107,285,000 SEC
2018   Q1 2,981,266 1.69 Add 0.45% <0.01 $42.19–48.62 · VW $44.75i $129,476,000 SEC
2017   Q4 2,967,809 1.74 Add 0.35% <0.01 $44.75–47.48 · VW $46.04i $136,163,000 SEC
2017   Q3 2,957,548 1.80 Reduce 0.35% <0.01 $44.15–46.98 · VW $45.38i $133,119,000 SEC
2017   Q2 2,967,978 1.82 Reduce 3.38% 0.06 $42.27–46.06 · VW $44.39i $133,114,000 SEC
2017   Q1 3,071,888 1.83 Reduce 0.18% <0.01 $40.22–42.70 · VW $41.79i $130,371,000 SEC
2016   Q4 3,077,338 1.87 Reduce 0.18% <0.01 $39.88–43.03 · VW $41.46i $127,586,000 SEC
2016   Q3 3,082,931 1.95 Add 0.04% <0.01 $41.85–45.94 · VW $43.37i $130,470,000 SEC
2016   Q2 3,081,569 2.17 Reduce 1.11% 0.03 $42.87–47.13 · VW $45.11i $139,688,000 SEC
2016   Q1 3,116,076 2.31 Add 0.89% 0.02 $40.75–46.88 · VW $44.67i $144,555,000 SEC
2015   Q4 3,088,636 2.22 Reduce 0.04% <0.01 $39.36–43.91 · VW $42.08i $132,688,000 SEC
2015   Q3 3,089,726 2.18 Add 0.66% 0.01 $36.56–42.25 · VW $39.64i $123,960,000 SEC
2015   Q2 3,069,361 1.92 Reduce 0.49% <0.01 $39.12–41.69 · VW $40.01i $120,411,000 SEC
2015   Q1 3,084,545 1.91 Add 0.12% <0.01 $39.61–43.83 · VW $41.33i $125,078,000 SEC
2014   Q4 3,080,732 2.01 Reduce 38.71% 1.32 $39.80–45.00 · VW $42.34i $130,069,000 SEC
2014   Q3 5,026,373 3.40 Reduce 3.21% 0.11 $39.06–42.81 · VW $41.51i $214,425,000 SEC
2014   Q2 5,192,820 3.31 Reduce 3.95% 0.12 $38.04–42.49 · VW $40.96i $219,968,000 SEC
2014   Q1 5,406,227 3.01 Add 1.25% 0.04 $36.89–41.23 · VW $38.93i $209,005,000 SEC
2013   Q4 5,339,382 3.13 Reduce 1.01% 0.03 $36.83–41.39 · VW $39.84i $220,570,000 SEC
2013   Q3 5,393,610 3.16 Add 29.88% 0.73 $37.75–41.25 · VW $38.96i $204,310,000 SEC
2013   Q2 4,152,808 2.73 Reduce 0.20% <0.01 $38.97–43.43 · VW $40.84i $166,569,000 SEC
2013   Q1 4,161,006 2.81 Add 13.64% 0.34 $36.52–40.70 · VW $39.22i $168,271,000 SEC
2012   Q4 3,661,516 2.48 Add 39.12% 0.70 $35.58–38.83 · VW $36.89i $132,729,000 SEC
2012   Q3 2,631,953 1.79 Add 1.09% 0.02 $37.11–40.67 · VW $38.57i $99,830,000 SEC
2012   Q2 2,603,616 1.85 Reduce 14.43% 0.28 $35.91–39.10 · VW $38.03i $101,788,000 SEC
2012   Q1 3,042,530 1.94 Reduce 0.73% 0.01 $33.28–37.19 · VW $35.83i $112,588,000 SEC
2011   Q4 3,065,030 2.01 Add 1.94% 0.04 $31.67–35.15 · VW $33.93i $107,230,000 SEC
2011   Q3 3,006,816 1.04 Reduce 32.51% 0.85 $31.80–35.88 · VW $33.82i $101,570,000 SEC
2011   Q2 4,455,176 2.61 Reduce 1.52% 0.04 $32.22–34.38 · VW $33.41i $149,894,000 SEC
2011   Q1 4,523,718 2.75 Add 2.11% 0.06 $30.65–33.42 · VW $32.41i $150,074,000 SEC
2010   Q4 4,430,190 3.03 Add 1.80% 0.05 $29.26–32.94 · VW $31.69i $145,687,000 SEC
2010   Q3 4,351,856 1.57 Add 0.08% <0.01 $24.74–29.61 · VW $27.87i $127,335,000 SEC
2010   Q2 4,348,576 1.54 Add 5.29% 0.08 $24.97–27.78 · VW $25.94i $108,975,000 SEC
2010   Q1 4,130,256 1.58 Add 25.82% 0.32 $26.11–28.72 · VW $27.44i $113,582,000 SEC
2009   Q4 3,282,676 2.96 Reduce 12.90% 0.23 $26.35–29.73 · VW $28.19i $93,556,000 SEC
2009   Q3 3,768,716 1.82 Add 2.77% 0.05 $23.71–27.06 · VW $25.87i $101,190,000 SEC
2009   Q2 3,667,196 1.85 Add 1.22% 0.02 $21.00–24.97 · VW $23.32i $87,994,000 SEC
2009   Q1 3,623,030 1.87 Add 2.01% 0.04 $18.72–23.00 · VW $21.23i $79,616,000 SEC
2008   Q4 3,551,676 1.69 Add 57.61% 0.62 $20.15–27.50 · VW $23.43i $80,392,000 SEC
2008   Q3 2,253,466 1.00 Add 0.59% <0.01 $24.72–27.92 · VW $26.36i $59,582,000 SEC
2008   Q2 2,240,226 1.12 Add 0.58% <0.01 $25.72–30.92 · VW $27.54i $58,223,000 SEC
2008   Q1 2,227,354 1.23 Reduce 8.98% 0.11 $28.25–32.79 · VW $30.49i $67,790,000 SEC
2007   Q4 2,447,194 1.22 Reduce 1.24% 0.01 $28.46–32.16 · VW $30.43i $75,092,000 SEC
2007   Q3 2,477,984 1.16 Add 3.31% 0.04 $25.90–28.89 · VW $27.84i $71,205,000 SEC
2007   Q2 2,398,688 1.09 Add 2.89% 0.03 $24.02–26.83 · VW $25.67i $62,738,000 SEC
2007   Q1 2,331,388 1.03 Add 0.81% <0.01 $22.78–24.50 · VW $23.76i $55,953,000 SEC
2006   Q4 2,312,622 2.07 Add 3.47% 0.07 $21.86–24.67 · VW $23.55i $55,792,000 SEC
2006   Q3 2,235,098 2.05 Add 1.08% 0.02 $21.18–22.70 · VW $22.08i $49,932,000 SEC
2006   Q2 2,211,254 2.06 Reduce 15.02% 0.33 $20.43–22.38 · VW $21.44i $47,564,000 SEC
2006   Q1 2,601,954 2.20 Reduce 12.32% 0.27 $19.68–21.50 · VW $20.70i $54,472,000 SEC
2005   Q4 2,967,416 2.21 Add 1.41% 0.03 $20.16–21.80 · VW $20.70i $59,808,000 SEC
2005   Q3 2,926,016 2.19 Reduce 19.48% 0.50 $20.69–22.38 · VW $21.55i $63,187,000 SEC
2005   Q2 3,634,016 2.57 Reduce 1.11% 0.03 $20.37–22.63 · VW $21.29i $75,860,000 SEC
2005   Q1 3,674,956 2.62 Reduce 0.44% 0.01 $20.27–22.08 · VW $21.06i $76,568,000 SEC
2004   Q4 3,691,244 2.69 Reduce 1.78% 0.05 $19.15–20.95 · VW $20.31i $76,852,000 SEC
2004   Q3 3,758,120 3.00 Add 4.10% 0.12 $19.61–25.69 · VW $21.78i $75,256,000 SEC
2004   Q2 3,610,120 3.74 Add 2.85% 0.10 $24.58–26.75 · VW $25.52i $91,119,000 SEC
2004   Q1 3,510,120 4.26 Add 3.43% 0.14 $23.79–26.39 · VW $25.11i $88,280,000 SEC
2003   Q4 3,393,820 4.45 Add 2.28% 0.10 $21.50–25.45 · VW $24.11i $86,118,000 SEC
2003   Q3 3,318,286 4.30 Add 8.21% 0.33 $21.14–23.32 · VW $21.98i $71,277,000 SEC
2003   Q2 3,066,486 4.66 Add 38.82% 1.30 $19.50–24.17 · VW $22.29i $71,158,000 SEC
2003   Q1 2,208,926 4.11 Add 14.91% 0.53 $18.50–23.00 · VW $20.58i $44,708,662 SEC
2002   Q4 1,922,326 3.99 Add 317.60% 3.04 $21.45–26.55 · VW $23.31i $42,137,000 SEC
2002   Q3 460,326 1.86 Add 290.35% 1.38 $21.80–28.75 · VW $24.84i $11,038,617,000 SEC
2002   Q2 117,926 0.64 Reduce 0.25% <0.01 $25.75–28.95 · VW $27.57i $3,301,928,000 SEC
2002   Q1 118,216 0.82 Reduce 1.66% 0.02 $21.75–26.34 · VW $24.74i $3,088,984,000 SEC
2001   Q4 120,216 1.33 Reduce 2.51% 0.05 $22.00–25.23 · VW $23.60i $2,834,092,000 SEC
2001   Q3 123,316 2.00 Reduce 2.28% 0.04 $21.75–25.35 · VW $23.51i $2,888,677,000 SEC
2001   Q2 126,196 1.89 Reduce 10.73% 0.26 $21.18–24.67 · VW $22.79i $2,839,410,000 SEC
2001   Q1 141,358 2.45 Reduce 1.70% 0.05 $21.88–31.09 · VW $25.18i $3,191,864,000 SEC
2000   Q4 143,808 3.01 Reduce 15.13% 0.51 $26.75–31.69 · VW $29.64i $4,381,830,000 SEC
2000   Q3 169,446 3.37 Buy 3.37 $24.59–32.00 · VW $28.05i $4,669,932,000 SEC
Price snapshot:
Current price$84.25
Avg. buy price$552.61
+/- since buy-84.75%
52-week low$64.04
52-week high$85.68