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Allen Investment Management’s Coca-Cola KO Stock Holding History

Allen Investment Management’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18M Buy
237,234
+310
+0.1% +$23.4K 0.22% 65
2025
Q4 		$16.6M Sell
236,924
-1,076
-0.5% -$75K 0.18% 69
2025
Q3 		$15.8M Hold
238,000
– – 0.18% 72
2025
Q2 		$16.8M Sell
238,000
-11,500
-5% -$819K 0.18% 63
2025
Q1 		$17.9M Hold
249,500
– – 0.21% 61
2024
Q4 		$15.5M Sell
249,500
-1,400
-0.6% -$91.4K 0.18% 67
2024
Q3 		$18M Sell
250,900
-184
-0.1% -$12.6K 0.21% 57
2024
Q2 		$16M Sell
251,084
-304
-0.1% -$18.8K 0.19% 58
2024
Q1 		$15.4M Hold
251,388
– – 0.19% 58
2023
Q4 		$14.8M Hold
251,388
– – 0.2% 58
2023
Q3 		$14.1M Buy
251,388
+134,323
+115% +$8.06M 0.21% 51
2023
Q2 		$7.05M Sell
117,065
-71
-0.1% -$4.42K 0.1% 70
2023
Q1 		$7.27M Hold
117,136
– – 0.12% 65
2022
Q4 		$7.45M Hold
117,136
– – 0.12% 63
2022
Q3 		$6.56M Sell
117,136
-3,200
-3% -$199K 0.11% 65
2022
Q2 		$7.57M Hold
120,336
– – 0.12% 61
2022
Q1 		$7.46M Hold
120,336
– – 0.1% 68
2021
Q4 		$7.13M Buy
120,336
+29,500
+32% +$1.64M 0.09% 76
2021
Q3 		$4.77M Hold
90,836
– – 0.07% 75
2021
Q2 		$4.92M Hold
90,836
– – 0.07% 73
2021
Q1 		$4.79M Sell
90,836
-547
-0.6% -$27.5K 0.07% 74
2020
Q4 		$5.01M Sell
91,383
-295
-0.3% -$15.3K 0.09% 74
2020
Q3 		$4.53M Buy
91,678
+913
+1% +$43.9K 0.08% 73
2020
Q2 		$4.05M Buy
90,765
+1,105
+1% +$50.9K 0.09% 77
2020
Q1 		$3.97M Buy
89,660
+4,730
+6% +$255K 0.12% 69
2019
Q4 		$4.7M Hold
84,930
– – 0.11% 73
2019
Q3 		$4.62M Sell
84,930
-448
-0.5% -$24K 0.12% 68
2019
Q2 		$4.35M Sell
85,378
-215
-0.3% -$10.5K 0.12% 70
2019
Q1 		$4.01M Buy
85,593
+780
+0.9% +$36.5K 0.13% 65
2018
Q4 		$4.02M Hold
84,813
– – 0.16% 55
2018
Q3 		$3.92M Hold
84,813
– – 0.13% 62
2018
Q2 		$3.72M Buy
84,813
+474
+0.6% +$20.5K 0.14% 61
2018
Q1 		$3.66M Buy
84,339
+120
+0.1% +$5.39K 0.15% 56
2017
Q4 		$3.86M Sell
84,219
-1,144
-1% -$52.6K 0.17% 50
2017
Q3 		$3.84M Buy
85,363
+1,534
+2% +$69.8K 0.18% 51
2017
Q2 		$3.76M Buy
83,829
+17,393
+26% +$768K 0.18% 50
2017
Q1 		$2.82M Buy
66,436
+1,200
+2% +$50.1K 0.15% 60
2016
Q4 		$2.71M Hold
65,236
– – 0.16% 60
2016
Q3 		$2.76M Hold
65,236
– – 0.18% 53
2016
Q2 		$2.96M Hold
65,236
– – 0.21% 52
2016
Q1 		$3.03M Hold
65,236
– – 0.24% 52
2015
Q4 		$2.8M Buy
65,236
+25
+0% +$1.06K 0.23% 58
2015
Q3 		$2.62M Buy
65,211
+25
+0% +$1K 0.25% 58
2015
Q2 		$2.56M Buy
65,186
+24
+0% +$976 0.24% 59
2015
Q1 		$2.64M Hold
65,162
– – 0.19% 66
2014
Q4 		$2.75M Buy
65,162
+3,308
+5% +$141K 0.21% 67
2014
Q3 		$2.64M Buy
61,854
+45,754
+284% +$1.89M 0.22% 66
2014
Q2 		$682K Buy
+16,100
New +$653K 0.07% 78

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allen Investment Management's KO Position: Q1 2026 in Review

Allen Investment Management increased its Coca-Cola (KO) stake by 0.13% in Q1 2026, buying an estimated $23.4K and bringing the position to 237,234 shares worth $18M. The position accounts for 0.22% of the portfolio, ranked #65.

Allen Investment Management first reported a position in KO in Q2 2014 and has held it in 48 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Allen Investment Management held 237,234 shares of Coca-Cola worth $18M as of Q1 2026.
  • Allen Investment Management bought 310 Coca-Cola shares in Q1 2026, an estimated $23.4K.
  • Coca-Cola made up 0.22% of Allen Investment Management's portfolio in Q1 2026, its #65 holding.
  • Allen Investment Management first reported a position in Coca-Cola in Q2 2014 and has held it in 48 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.