Manning & Napier Group’s KO Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+3.51 M shares
Current Position
1.87 M shares
$124.26 M value

Manning & Napier Group's KO Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 1.9M shares of The Coca-Cola Company (KO) worth $124.26 M, representing 1.58% 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, Manning & Napier Group has maintained a long-term strategic position in KO, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 2.3M shares. Largest reduction occurred in Q4 2014, reducing 1.7M shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group'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 Manning & Napier Group

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +3.51 M Add 0.00% 3.51 M $40.11
Q3 2013 +1.48 M Add 42.15% 5 M $37.88
Q4 2013 +1,103 Add 0.02% 5 M $41.31
Q1 2014 +53,590 Add 1.07% 5.05 M $38.66
Q2 2014 +265,732 Add 5.26% 5.32 M $42.36
Q3 2014 +75,094 Add 1.41% 5.39 M $42.66
Q4 2014 -1.71 M Reduce 31.66% 3.68 M $42.22
Q1 2015 -61,489 Reduce 1.67% 3.62 M $40.55
Q2 2015 -749,901 Reduce 20.70% 2.87 M $39.23
Q3 2015 -239,949 Reduce 8.35% 2.63 M $40.12
Q4 2015 -535,952 Reduce 20.36% 2.1 M $42.96
Q1 2016 -221,115 Reduce 10.55% 1.88 M $46.39
Q2 2016 -233,523 Reduce 12.45% 1.64 M $45.33
Q3 2016 -134,189 Reduce 8.17% 1.51 M $42.32
Q4 2016 -17,780 Reduce 1.18% 1.49 M $41.46
Q1 2017 -273,200 Reduce 18.34% 1.22 M $42.44
Q2 2017 -183,081 Reduce 15.05% 1.03 M $44.85
Q3 2017 -42,200 Reduce 4.08% 991,340 $45.01
Q4 2017 +980,256 Add 0.00% 980,255 $45.88
Q1 2018 -120,060 Reduce 12.25% 860,195 $43.43
Q2 2018 -7,910 Reduce 0.92% 852,285 $43.86
Q3 2018 +181,190 Add 21.26% 1.03 M $46.19
Q4 2018 +2.31 M Add 223.43% 3.34 M $47.35
Q1 2019 -11,740 Reduce 0.35% 3.33 M $46.86
Q2 2019 -20,925 Reduce 0.63% 3.31 M $50.92
Q3 2019 -208,540 Reduce 6.30% 3.1 M $54.44
Q4 2019 -213,404 Reduce 6.88% 2.89 M $55.35
Q1 2020 +112,310 Add 3.89% 3 M $44.25
Q2 2020 +63,840 Add 2.13% 3.06 M $44.68
Q3 2020 -15,680 Reduce 0.51% 3.05 M $49.37
Q4 2020 -401,269 Reduce 13.16% 2.65 M $54.84
Q1 2021 +54,310 Add 2.05% 2.7 M $52.71
Q2 2021 -25,358 Reduce 0.94% 2.68 M $54.11
Q3 2021 -9,468 Reduce 0.35% 2.67 M $52.47
Q4 2021 -11,896 Reduce 0.45% 2.65 M $59.21
Q1 2022 -417,202 Reduce 15.72% 2.24 M $62.00
Q2 2022 -12,116 Reduce 0.54% 2.23 M $62.91
Q3 2022 -31,629 Reduce 1.42% 2.19 M $56.02
Q4 2022 -57,830 Reduce 2.64% 2.14 M $63.61
Q1 2023 -55,611 Reduce 2.60% 2.08 M $62.03
Q2 2023 +49,103 Add 2.36% 2.13 M $60.22
Q3 2023 +1.05 M Add 49.26% 3.18 M $55.98
Q4 2023 -23,207 Reduce 0.73% 3.16 M $58.93
Q1 2024 -54,315 Reduce 1.72% 3.1 M $61.18
Q2 2024 +2.96 M Add 0.00% 2.96 M $63.65
Q3 2024 -93,281 Reduce 3.15% 2.87 M $71.86
Q4 2024 -113,492 Reduce 3.96% 2.75 M $62.26
Q1 2025 -231,936 Reduce 8.42% 2.52 M $71.62
Q2 2025 -12,967 Reduce 0.51% 2.51 M $70.75
Q3 2025 -635,367 Reduce 25.32% 1.87 M $66.32

Manning & Napier Group's The Coca-Cola Company Investment FAQs

Manning & Napier Group first purchased The Coca-Cola Company (KO) in Q2 2013, acquiring 3,513,883 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group 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.

Manning & Napier Group's largest addition to The Coca-Cola Company (KO) was in Q2 2013, adding 3,513,883 shares worth $140.94 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 1,873,650 shares of The Coca-Cola Company (KO), valued at approximately $124.26 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 1.58% of Manning & Napier Group'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.

Manning & Napier Group's peak holding in The Coca-Cola Company (KO) was 5,390,603 shares, as reported at the end of Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.