Ray Dalio’s KO Holdings & Trades

First Buy
Q2 2013
Duration Held
45 Quarters
Largest Add
Q1 2022
+3.25 M Shares
Current Position
251,459 Shares
$16.68 M Value

Ray Dalio's KO Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 251,459 shares of The Coca-Cola Company (KO) worth $16.68 M, representing 0.07% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 45 quarters.

Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in KO, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2022, adding 3.25 M shares. Largest reduction occurred in Q4 2022, reducing 3.05 M shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's The Coca-Cola Company (KO) Holding Value Over Time

Track share changes against reported price movement

Quarterly The Coca-Cola Company (KO) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +426,201 Add 0.00% 426,200 $40.11
Q3 2013 -319,726 Reduce 75.02% 106,474 $37.88
Q4 2013 +164,200 Add 154.22% 270,674 $41.31
Q1 2014 -270,674 Sold Out 0 $0.00
Q2 2014 +346,874 New Buy 346,874 $42.36
Q3 2014 -3,400 Reduce 0.98% 343,474 $42.66
Q4 2014 -343,474 Sold Out 0 $0.00
Q1 2015 +577,774 New Buy 577,774 $40.55
Q2 2015 +155,100 Add 26.84% 732,874 $39.23
Q3 2015 +97,500 Add 13.30% 830,374 $40.12
Q4 2015 -532,800 Reduce 64.16% 297,574 $42.96
Q1 2016 -297,574 Sold Out 0 $0.00
Q2 2016 +81,000 New Buy 81,000 $45.33
Q3 2016 +211,606 Add 261.24% 292,606 $42.32
Q4 2016 -292,606 Sold Out 0 $0.00
Q4 2017 +50,302 New Buy 50,302 $45.88
Q1 2018 +181,550 Add 360.92% 231,852 $43.43
Q2 2018 -47,959 Reduce 20.69% 183,893 $43.86
Q3 2018 -183,893 Sold Out 0 $0.00
Q2 2019 +123,409 New Buy 123,409 $50.92
Q3 2019 -84,384 Reduce 68.38% 39,025 $54.45
Q4 2019 -39,025 Sold Out 0 $0.00
Q1 2020 +82,584 New Buy 82,584 $44.25
Q2 2020 -82,584 Sold Out 0 $0.00
Q3 2020 +2.03 M New Buy 2.03 M $49.37
Q4 2020 +2.5 M Add 123.03% 4.53 M $54.84
Q1 2021 +1.14 M Add 25.10% 5.67 M $52.71
Q2 2021 +2.57 M Add 45.27% 8.23 M $54.11
Q3 2021 +138,669 Add 1.68% 8.37 M $52.47
Q4 2021 +319,917 Add 3.82% 8.69 M $59.21
Q1 2022 +3.25 M Add 37.36% 11.94 M $62.00
Q2 2022 -1.12 M Reduce 9.36% 10.82 M $62.91
Q3 2022 +646,521 Add 5.97% 11.47 M $56.02
Q4 2022 -3.05 M Reduce 26.56% 8.42 M $63.61
Q1 2023 -276,159 Reduce 3.28% 8.15 M $62.03
Q2 2023 +69,667 Add 0.86% 8.21 M $60.22
Q3 2023 +781,225 Add 9.51% 9 M $55.98
Q4 2023 -992,771 Reduce 11.04% 8 M $58.93
Q1 2024 -1.71 M Reduce 21.42% 6.29 M $61.18
Q2 2024 -1.14 M Reduce 18.16% 5.15 M $63.65
Q3 2024 -2.92 M Reduce 56.66% 2.23 M $71.86
Q4 2024 -1.53 M Reduce 68.52% 702,287 $62.26
Q1 2025 -413,525 Reduce 58.88% 288,762 $71.62
Q2 2025 -68,855 Reduce 23.84% 219,907 $70.75
Q3 2025 +31,552 Add 14.35% 251,459 $66.32

Ray Dalio's The Coca-Cola Company Investment FAQs

Ray Dalio first purchased The Coca-Cola Company (KO) in Q2 2013, acquiring 426,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held The Coca-Cola Company (KO) for 45 quarters since Q2 2013.

Ray Dalio's largest addition to The Coca-Cola Company (KO) was in Q1 2022, adding 11,937,821 shares worth $740.14 M.

According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 251,459 shares of The Coca-Cola Company (KO), valued at approximately $16.68 M.

As of the Q3 2025 filing, The Coca-Cola Company (KO) represents approximately 0.07% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in The Coca-Cola Company (KO) was 11,937,821 shares, as reported at the end of Q1 2022.