Joel Greenblatt's KO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 405,019 shares of The Coca-Cola Company (KO) worth $26.86 M, representing 0.12% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in KO, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 1.11 M shares. Largest reduction occurred in Q2 2015, reducing 985,266 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt'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 Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +22,611 | Add 0.00% | 22,610 | $40.11 |
| Q3 2013 | +5,248 | Add 23.21% | 27,858 | $37.87 |
| Q4 2013 | +31,005 | Add 111.30% | 58,863 | $41.32 |
| Q1 2014 | +40,059 | Add 68.05% | 98,922 | $38.66 |
| Q2 2014 | -15,783 | Reduce 15.95% | 83,139 | $42.36 |
| Q3 2014 | -5,964 | Reduce 7.17% | 77,175 | $42.66 |
| Q4 2014 | -47,219 | Reduce 61.18% | 29,956 | $42.23 |
| Q1 2015 | +1.11 M | Add 3693.62% | 1.14 M | $40.55 |
| Q2 2015 | -985,266 | Reduce 86.70% | 151,152 | $39.23 |
| Q3 2015 | -26,620 | Reduce 17.61% | 124,532 | $40.12 |
| Q4 2015 | -6,678 | Reduce 5.36% | 117,854 | $42.96 |
| Q1 2016 | -117,854 | Sold Out | 0 | $0.00 |
| Q3 2016 | +167,943 | New Buy | 167,943 | $42.32 |
| Q4 2016 | +636,230 | Add 378.84% | 804,173 | $41.46 |
| Q1 2017 | -604,928 | Reduce 75.22% | 199,245 | $42.44 |
| Q2 2017 | -194,057 | Reduce 97.40% | 5,188 | $44.91 |
| Q3 2017 | +451,507 | Add 8702.91% | 456,695 | $45.01 |
| Q4 2017 | +846,734 | Add 185.40% | 1.3 M | $45.88 |
| Q1 2018 | -858,200 | Reduce 65.84% | 445,229 | $43.43 |
| Q2 2018 | -143,918 | Reduce 32.32% | 301,311 | $43.86 |
| Q3 2018 | -11,773 | Reduce 3.91% | 289,538 | $46.19 |
| Q4 2018 | +138,213 | Add 47.74% | 427,751 | $47.35 |
| Q1 2019 | -39,902 | Reduce 9.33% | 387,849 | $46.86 |
| Q2 2019 | -234,458 | Reduce 60.45% | 153,391 | $50.92 |
| Q3 2019 | +96,054 | Add 62.62% | 249,445 | $54.44 |
| Q4 2019 | +209,351 | Add 83.93% | 458,796 | $55.35 |
| Q1 2020 | -97,937 | Reduce 21.35% | 360,859 | $44.25 |
| Q2 2020 | +2,391 | Add 0.66% | 363,250 | $44.68 |
| Q3 2020 | -121,821 | Reduce 33.54% | 241,429 | $49.37 |
| Q4 2020 | -44,648 | Reduce 18.49% | 196,781 | $54.84 |
| Q1 2021 | -77,859 | Reduce 39.57% | 118,922 | $52.71 |
| Q2 2021 | +4,137 | Add 3.48% | 123,059 | $54.11 |
| Q3 2021 | +94,698 | Add 76.95% | 217,757 | $52.47 |
| Q4 2021 | +66,225 | Add 30.41% | 283,982 | $59.21 |
| Q1 2022 | -139,544 | Reduce 49.14% | 144,438 | $62.00 |
| Q2 2022 | +55,158 | Add 38.19% | 199,596 | $62.91 |
| Q3 2022 | +103,538 | Add 51.87% | 303,134 | $56.02 |
| Q4 2022 | -98,025 | Reduce 32.34% | 205,109 | $63.61 |
| Q1 2023 | -76,716 | Reduce 37.40% | 128,393 | $62.03 |
| Q2 2023 | +43,213 | Add 33.66% | 171,606 | $60.22 |
| Q3 2023 | +87,913 | Add 51.23% | 259,519 | $55.98 |
| Q4 2023 | -35,474 | Reduce 13.67% | 224,045 | $58.93 |
| Q1 2024 | +81,922 | Add 36.56% | 305,967 | $61.18 |
| Q2 2024 | -20,194 | Reduce 6.60% | 285,773 | $63.65 |
| Q3 2024 | -92,071 | Reduce 32.22% | 193,702 | $71.86 |
| Q4 2024 | -37,482 | Reduce 19.35% | 156,220 | $62.26 |
| Q1 2025 | -77,047 | Reduce 49.32% | 79,173 | $71.62 |
| Q2 2025 | +58,032 | Add 73.30% | 137,205 | $70.75 |
| Q3 2025 | +267,814 | Add 195.19% | 405,019 | $66.32 |
Joel Greenblatt's The Coca-Cola Company Investment FAQs
Joel Greenblatt first purchased The Coca-Cola Company (KO) in Q2 2013, acquiring 22,610 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held The Coca-Cola Company (KO) for 49 quarters since Q2 2013.
Joel Greenblatt's largest addition to The Coca-Cola Company (KO) was in Q1 2015, adding 1,136,418 shares worth $46.08 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 405,019 shares of The Coca-Cola Company (KO), valued at approximately $26.86 M.
As of the Q3 2025 filing, The Coca-Cola Company (KO) represents approximately 0.12% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in The Coca-Cola Company (KO) was 1,303,429 shares, as reported at the end of Q4 2017.