§ BEVERAGES
USD · Beverages

KO

COCA-COLA CO/THE
USDSector · BeveragesMarket cap · $330.0BBeta · 0.37
LAST · MARKET CLOSE · SEP 18
87.80
−0.26 ▼ 0.30%PREV CLOSE · $88.06
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 87.88HIGH 88.11LOW 87.5252W 65.35 — 82.00
EVENTSAUG 24 · PB SELL

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
1635 increased/new, 1415 decreased/exited (13F)
AC 13F Analysis
INSIDER
−$37M
6 txns · 90d
OPTIONS SKEW
Put/call ratio 0.28
CBOE
ANALYST
29 buy, 6 hold, 0 sell
Finnhub

§ 04 · FUNDAMENTALS · THE BOOKS

P/E25.2P/B9.35
EPS (TTM)3.04Dividend2.80%
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
Berkshire Hathaway282.7M8.2%±0%
VANGUARD CAPITAL MANAGEMENT LLC237.5M0.2%n/a
VANGUARD CAPITAL MANAGEMENT LLC237.5M0.2%n/a
State Street167.2M0.4%−0%
BlackRock, Inc.128.0M0.2%+5%
VANGUARD PORTFOLIO MANAGEMENT LLC99.9M0.4%n/a
AC INTELLIGENCE

Top institutional owners for KO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER18.7% · 0 holders
OTHER36.5% · 3,205 holders
DEALER / BANK16.2% · 177 holders
PASSIVE / INDEX13.4% · 15 holders
QUALITY / COMPOUNDER11.0% · 48 holders
INCOME / DEFENSIVE2.7% · 72 holders
TACTICAL / MACRO0.6% · 7 holders
SYSTEMATIC / QUANT0.5% · 16 holders
DEEP VALUE0.4% · 4 holders
ACTIVIST0.1% · 1 holder
GROWTH / MOMENTUM0.0% · 2 holders
AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderActionShares$ value
AUG 24Pietracci BrunoSELL29K−$3M
AUG 11Ray SanketSELL10K−$861K
AUG 07Ortega LuisaSELL36K−$3M
AUG 03MURPHY JOHNSELL152K−$13M
JUL 30Quincey JamesSELL146K−$13M
JUL 29Pietracci BrunoSELL40K−$4M
AC INTELLIGENCE

0 insider buys, 13 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES