Ray Dalio's KO Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 251.5K 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 50 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 3.2M shares. Largest reduction occurred in Q4 2022, reducing 3.0M 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
| Period | 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 | 270,674 | $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 | 343,474 | $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 | 297,574 | $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 | 292,606 | $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 | 183,893 | $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 | 39,025 | $0.00 |
| Q1 2020 | +82,584 | New Buy | 82,584 | $44.25 |
| Q2 2020 | -82,584 | Sold Out | 82,584 | $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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to The Coca-Cola Company (KO) was in Q1 2022, adding 11,937,821 shares worth $740.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in The Coca-Cola Company (KO) was 11,937,821 shares, as reported at the end of Q1 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.