Joel Greenblatt's KO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 405.0K 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 50 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 1.1M shares. Largest reduction occurred in Q2 2015, reducing 985.3K 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
| Period | 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 | 117,854 | $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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to The Coca-Cola Company (KO) was in Q1 2015, adding 1,136,418 shares worth $46.08 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. 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 0.12% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in The Coca-Cola Company (KO) was 1,303,429 shares, as reported at the end of Q4 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.