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 1.87 M 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 2.31 M shares. Largest reduction occurred in Q4 2014, reducing 1.71 M 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

Report Date 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.

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.

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.

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.

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.