KO
Coca-cola Co/the
10 super-investors hold KO worth a combined $31.18B. The largest position: Warren Buffett at 11.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 43 — ranked #95 of 724 scored stocks.
Why super-investors own KO
Warren Buffett is the defining fact here: his $30.4B position represents 11.6% of his portfolio and accounts for roughly 97% of the cohort's entire $31.2B combined exposure, making this essentially a Buffett-specific thesis rather than a broadly shared conviction. The remaining nine owners — including Yacktman, Lee Ainslie, and Joel Greenblatt — hold comparatively modest stakes. Activity in 2026Q1 was minimal; Lindsell Train trimmed, and no manager initiated or exited a position. The cohort owner count has held flat at the same level for eight consecutive quarters, suggesting neither growing enthusiasm nor meaningful defection — just stable, long-term holding behavior anchored almost entirely by Berkshire's decades-old core position.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (10) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Warren Buffett | 11.6% | 40q | $30.42B | 400,000,000 |
| 2 | Joel Greenblatt | 0.3% | 38q | $490M | 6,448,514 |
| 3 | Yacktman Asset Management | 2.1% | 40q | $160M | 2,098,755 |
| 4 | Lee Ainslie | 1.1% | 16q | $98M | 1,284,612 |
| 5 | Jensen Investment Management | 0.2% | 40q | $8M | 111,651 |
| 6 | Dodge & Cox Funds | <0.1% | 40q | $2M | 24,000 |
| 7 | Mairs & Power Funds | <0.1% | 40q | $2M | 23,315 |
| 8 | Christopher Bloomstran | 0.1% | 40q | $1M | 15,328 |
| 9 | Thomas Russo | <0.1% | 40q | $991K | 13,025 |
| 10 | Lindsell Train | <0.1% | 24q | $913K | 12,000 |
- 1Warren Buffettport11.6%val$30.42B400,000,000 sh·40q held
- 2Joel Greenblattport0.3%val$490M6,448,514 sh·38q held
- 3Yacktman Asset Managementport2.1%val$160M2,098,755 sh·40q held
- 4Lee Ainslieport1.1%val$98M1,284,612 sh·16q held
- 5Jensen Investment Managementport0.2%val$8M111,651 sh·40q held
- 6Dodge & Cox Fundsport<0.1%val$2M24,000 sh·40q held
- 7Mairs & Power Fundsport<0.1%val$2M23,315 sh·40q held
- 8Christopher Bloomstranport0.1%val$1M15,328 sh·40q held
- 9Thomas Russoport<0.1%val$991K13,025 sh·40q held
- 10Lindsell Trainport<0.1%val$913K12,000 sh·24q held
Owners of KO also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Lindsell Train | TRIM | <0.1% | -29% | $913K | Apr 24, 2026 |
Long US equity 13F-HR filings only. CUSIP 191216100. Not investment advice.