Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
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 13,025 0.01 Reduce 4.51% <0.01 $67.27–82.00 · VW $75.11i $990,551 SEC
2025   Q4 13,640 0.01 $69.91 $953,572 SEC
2025   Q3 13,640 0.01 $66.32 $904,605 SEC
2025   Q2 13,640 0.01 $70.75 $965,030 SEC
2025   Q1 13,640 0.01 Reduce 3.30% <0.01 $60.62–73.22 · VW $68.49i $976,897 SEC
2024   Q4 14,105 0.01 Reduce 2.92% <0.01 $61.39–72.75 · VW $65.47i $878,177 SEC
2024   Q3 14,530 0.01 Reduce 0.34% $62.29–73.53 · VW $69.23i $1,044,126 SEC
2024   Q2 14,580 0.01 Reduce 6.42% <0.01 $57.93–64.36 · VW $61.98i $928,017 SEC
2024   Q1 15,580 0.01 Reduce 14.61% <0.01 $58.66–61.62 · VW $60.49i $953,184 SEC
2023   Q4 18,245 0.01 Reduce 8.81% <0.01 $51.55–60.04 · VW $56.84i $1,075,178 SEC
2023   Q3 20,008 0.01 Reduce 0.75% <0.01 $55.62–63.27 · VW $58.29i $1,120,048 SEC
2023   Q2 20,159 0.01 Add 1.97% <0.01 $59.37–64.99 · VW $61.53i $1,213,975 SEC
2023   Q1 19,769 0.01 Reduce 5.84% <0.01 $58.37–63.72 · VW $61.37i $1,226,271 SEC
2022   Q4 20,995 0.01 $63.61 $1,335,492 SEC
2022   Q3 20,995 0.01 Reduce 1.73% <0.01 $55.91–65.47 · VW $59.13i $1,176,000 SEC
2022   Q2 21,365 0.02 Reduce 0.33% $58.25–67.20 · VW $62.79i $1,344,000 SEC
2022   Q1 21,435 0.01 $62.00 $1,329,000 SEC
2021   Q4 21,435 0.01 Reduce 5.61% <0.01 $52.28–59.35 · VW $56.95i $1,269,000 SEC
2021   Q3 22,710 0.01 $52.49 $1,192,000 SEC
2021   Q2 22,710 0.01 Reduce 2.65% <0.01 $52.29–56.48 · VW $54.29i $1,229,000 SEC
2021   Q1 23,327 0.01 Reduce 50.71% 0.01 $48.11–54.63 · VW $51.82i $1,230,000 SEC
2020   Q4 47,329 0.02 Reduce 10.14% <0.01 $47.30–54.93 · VW $52.36i $2,596,000 SEC
2020   Q3 52,672 0.03 $49.36 $2,600,000 SEC
2020   Q2 52,672 0.02 Reduce 33.83% 0.01 $41.80–49.97 · VW $45.48i $2,353,000 SEC
2020   Q1 79,607 0.04 Reduce 20.59% <0.01 $36.27–60.13 · VW $46.88i $3,523,000 SEC
2019   Q4 100,254 0.04 Reduce 5.03% <0.01 $51.58–55.45 · VW $54.13i $5,549,000 SEC
2019   Q3 105,567 0.04 Reduce 0.42% <0.01 $50.78–55.92 · VW $53.71i $5,747,000 SEC
2019   Q2 106,017 0.04 Reduce 4.49% <0.01 $46.04–52.20 · VW $49.72i $5,398,000 SEC
2019   Q1 110,999 0.04 Reduce 5.07% <0.01 $44.42–49.94 · VW $47.07i $5,201,000 SEC
2018   Q4 116,923 0.05 Reduce 2.00% <0.01 $44.25–50.84 · VW $47.48i $5,536,000 SEC
2018   Q3 119,308 0.04 Reduce 2.19% <0.01 $43.58–46.87 · VW $45.55i $5,511,000 SEC
2018   Q2 121,983 0.04 Reduce 1.39% <0.01 $41.45–45.03 · VW $43.45i $5,350,000 SEC
2018   Q1 123,708 0.04 Reduce 5.14% <0.01 $42.19–48.62 · VW $44.75i $5,373,000 SEC
2017   Q4 130,412 0.04 Reduce 20.86% 0.01 $44.75–47.48 · VW $46.04i $5,983,000 SEC
2017   Q3 164,777 0.05 Reduce 2.80% <0.01 $44.15–46.98 · VW $45.38i $7,417,000 SEC
2017   Q2 169,527 0.06 Reduce 1.87% <0.01 $42.27–46.06 · VW $44.39i $7,603,000 SEC
2017   Q1 172,757 0.06 Reduce 5.46% <0.01 $40.22–42.70 · VW $41.79i $7,332,000 SEC
2016   Q4 182,737 0.06 Reduce 1.70% <0.01 $39.88–43.03 · VW $41.46i $7,576,000 SEC
2016   Q3 185,892 0.07 Reduce 5.69% <0.01 $41.85–45.94 · VW $43.37i $7,867,000 SEC
2016   Q2 197,107 0.07 Reduce 3.94% <0.01 $42.87–47.13 · VW $45.11i $8,935,000 SEC
2016   Q1 205,182 0.08 Reduce 0.55% <0.01 $40.75–46.88 · VW $44.67i $9,518,000 SEC
2015   Q4 206,327 0.08 Reduce 6.32% <0.01 $39.36–43.91 · VW $42.08i $8,864,000 SEC
2015   Q3 220,237 0.08 Reduce 3.19% <0.01 $36.56–42.25 · VW $39.64i $8,836,000 SEC
2015   Q2 227,487 0.08 Add 14.03% <0.01 $39.12–41.69 · VW $40.01i $8,924,000 SEC
2015   Q1 199,492 0.07 Reduce 2.19% <0.01 $39.61–43.83 · VW $41.33i $8,089,000 SEC
2014   Q4 203,967 0.08 Reduce 0.59% <0.01 $39.80–45.00 · VW $42.34i $8,611,000 SEC
2014   Q3 205,187 0.08 Reduce 1.53% <0.01 $39.06–42.81 · VW $41.51i $8,753,000 SEC
2014   Q2 208,377 0.08 Add 0.32% <0.01 $38.04–42.49 · VW $40.96i $8,827,000 SEC
2014   Q1 207,713 0.08 Add 2.16% <0.01 $36.89–41.23 · VW $38.93i $8,030,000 SEC
2013   Q4 203,323 0.08 Reduce 1.67% <0.01 $36.83–41.39 · VW $39.84i $8,399,000 SEC
2013   Q3 206,778 0.08 Add 14.05% 0.01 $37.75–41.25 · VW $38.96i $7,833,000 SEC
2013   Q2 181,303 0.09 Add 0.29% <0.01 $38.97–43.43 · VW $40.84i $7,272,000 SEC
2013   Q1 180,778 0.09 Add 3.15% <0.01 $36.52–40.70 · VW $39.22i $7,311,000 SEC
2012   Q4 175,258 0.09 Add 0.94% <0.01 $35.58–38.83 · VW $36.89i $6,353,000 SEC
2012   Q3 173,623 0.10 Add 0.71% <0.01 $37.11–40.67 · VW $38.57i $6,586,000 SEC
2012   Q2 172,398 0.11 Add 5.31% <0.01 $35.91–39.10 · VW $38.03i $6,740,000 SEC
2012   Q1 163,698 0.10 Reduce 0.10% <0.01 $33.28–37.19 · VW $35.83i $6,058,000 SEC
2011   Q4 163,868 0.11 Add 15.42% 0.01 $31.67–35.15 · VW $33.93i $5,733,000 SEC
2011   Q3 141,972 0.10 Reduce 0.25% <0.01 $31.80–35.88 · VW $33.82i $4,796,000 SEC
2011   Q2 142,322 0.09 Add 21.00% 0.02 $32.22–34.38 · VW $33.41i $4,788,000 SEC
2011   Q1 117,622 0.08 Reduce 1.92% <0.01 $30.65–33.42 · VW $32.41i $3,902,000 SEC
2010   Q4 119,922 0.15 Reduce 1.14% <0.01 $29.26–32.94 · VW $31.69i $3,944,000 SEC
2010   Q3 121,302 0.15 Reduce 0.04% <0.01 $24.74–29.61 · VW $27.87i $3,549,000 SEC
2010   Q2 121,352 0.15 Add 69.81% 0.06 $24.97–27.78 · VW $25.94i $3,041,000 SEC
2010   Q1 71,462 0.09 Add 13.50% 0.01 $26.11–28.72 · VW $27.44i $1,965,000 SEC
2009   Q4 62,962 0.10 Add 4.22% <0.01 $26.35–29.73 · VW $28.19i $1,794,000 SEC
2009   Q3 60,412 0.09 Add 5.79% <0.01 $23.71–27.06 · VW $25.87i $1,622,000 SEC
2009   Q2 57,108 0.08 Add 1.90% <0.01 $21.00–24.97 · VW $23.32i $1,370,000 SEC
2009   Q1 56,042 0.13 Reduce 2.61% <0.01 $18.72–23.00 · VW $21.23i $1,232,000 SEC
2008   Q4 57,542 0.07 Add 28.18% 0.02 $20.15–27.50 · VW $23.43i $1,302,000 SEC
2008   Q3 44,892 0.04 $26.44 $1,187,000 SEC
2008   Q2 44,892 0.13 Reduce 1.21% <0.01 $25.72–30.92 · VW $27.54i $1,167,000 SEC
2008   Q1 45,442 0.03 Reduce 2.57% <0.01 $28.25–32.79 · VW $30.49i $1,383,000 SEC
2007   Q4 46,642 0.03 Reduce 0.21% <0.01 $28.46–32.16 · VW $30.43i $1,431,000 SEC
2007   Q3 46,742 0.03 Reduce 3.11% <0.01 $25.90–28.89 · VW $27.84i $1,343,000 SEC
2007   Q2 48,242 0.03 Reduce 0.62% <0.01 $24.02–26.83 · VW $25.67i $1,262,000 SEC
2007   Q1 48,542 0.03 Reduce 3.20% <0.01 $22.78–24.50 · VW $23.76i $1,165,000 SEC
2006   Q4 50,146 0.03 Reduce 6.44% <0.01 $21.86–24.67 · VW $23.55i $1,210,000 SEC
2006   Q3 53,596 0.03 Reduce 3.25% <0.01 $21.18–22.70 · VW $22.08i $1,197,000 SEC
2006   Q2 55,396 0.03 Reduce 27.73% 0.02 $20.43–22.38 · VW $21.44i $1,192,000 SEC
2006   Q1 76,648 0.06 Reduce 23.29% 0.01 $19.68–21.50 · VW $20.70i $1,605,000 SEC
2005   Q4 99,918 0.06 Reduce 2.52% <0.01 $20.16–21.80 · VW $20.70i $2,014,000 SEC
2005   Q3 102,504 <0.01 Reduce 9.46% <0.01 $20.69–22.38 · VW $21.55i $2,214,000 SEC
2005   Q2 113,220 0.09 Add 36.67% 0.02 $20.37–22.63 · VW $21.29i $2,363,468 SEC
2005   Q1 82,842 0.08 Add 0.67% <0.01 $20.27–22.08 · VW $21.06i $1,726,013 SEC
2004   Q4 82,292 0.08 Add 1.48% <0.01 $19.15–20.95 · VW $20.31i $1,713,319 SEC
2004   Q3 81,092 0.09 Reduce 0.18% <0.01 $19.61–25.69 · VW $21.78i $1,623,867 SEC
2004   Q2 81,236 0.12 Add 1.92% <0.01 $24.58–26.75 · VW $25.52i $2,050,397 SEC
2004   Q1 79,704 0.13 Reduce 17.26% 0.02 $23.79–26.39 · VW $25.11i $2,004,556 SEC
2003   Q4 96,334 0.14 Add 25.74% 0.03 $21.50–25.45 · VW $24.11i $2,444,475 SEC
2003   Q3 76,614 0.12 Add 12.48% 0.01 $21.14–23.32 · VW $21.98i $1,645,669 SEC
2003   Q2 68,114 0.12 Reduce 2.85% <0.01 $19.50–24.17 · VW $22.29i $1,580,585 SEC
2003   Q1 70,114 0.14 Add 5.17% <0.01 $18.50–23.00 · VW $20.58i $1,419,107 SEC
2002   Q4 66,666 0.19 Add 1.06% <0.01 $21.45–26.55 · VW $23.31i $1,461,319 SEC
2002   Q3 65,966 0.17 Reduce 4.06% <0.01 $21.80–28.75 · VW $24.84i $1,581,865 SEC
2002   Q2 68,756 0.19 Reduce 0.15% <0.01 $25.75–28.95 · VW $27.57i $1,925,168 SEC
2002   Q1 68,856 0.17 Add 28.33% 0.04 $21.75–26.34 · VW $24.74i $1,799,207 SEC
2001   Q4 53,656 0.17 Add 4.68% <0.01 $22.00–25.23 · VW $23.60i $1,264,940 SEC
2001   Q3 51,256 0.19 Reduce 7.31% 0.01 $21.75–25.35 · VW $23.51i $1,200,672 SEC
2001   Q2 55,296 0.15 Add 2.22% <0.01 $21.18–24.67 · VW $22.79i $1,244,160 SEC
2001   Q1 54,096 0.12 Add 164.01% 0.07 $21.88–31.09 · VW $25.18i $1,221,488 SEC
2000   Q4 20,490 0.08 Add 4.33% <0.01 $26.75–31.69 · VW $29.64i $624,305 SEC
2000   Q3 19,640 0.05 Add 36.45% 0.01 $24.59–32.00 · VW $28.05i $541,328 SEC
2000   Q2 14,394 0.04 $28,718.77 $413,378,000 SEC
2000   Q1 14,394 0.03 Reduce 0.32% <0.01 $21.44–33.44 · VW $26.11i $337,809 SEC
1999   Q4 14,440 0.04 Reduce 2.70% <0.01 $23.66–34.50 · VW $29.09i $420,565,000 SEC
1999   Q3 14,840 0.04 Add 6.00% <0.01 $23.97–32.75 · VW $26.95i $358,015,000 SEC
1999   Q2 14,000 0.04 Reduce 33.54% 0.02 $28.81–35.44 · VW $31.75i $434,000 SEC
1999   Q1 21,066 0.06 $30.67 $646,000 SEC
Price snapshot:
Current price$84.25
Avg. buy price$52.78
+/- since buy59.63%
52-week low$64.04
52-week high$85.68