Tom Russo's KO Position Overview
Tom Russo (via Gardner Russo & Quinn LLC) currently holds 13.6K shares of The Coca-Cola Company (KO) worth $904,605, representing 0.01% 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, Tom Russo has maintained a long-term strategic position in KO, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 28.0K shares. Largest reduction occurred in Q4 2017, reducing 34.4K shares.
Analysis based on 13F filings available since 2013 Q2
Tom Russo'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 Tom Russo
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +181,304 | Add 0.00% | 181,303 | $40.11 |
| Q3 2013 | +25,475 | Add 14.05% | 206,778 | $37.88 |
| Q4 2013 | -3,455 | Reduce 1.67% | 203,323 | $41.31 |
| Q1 2014 | +4,390 | Add 2.16% | 207,713 | $38.66 |
| Q2 2014 | +664 | Add 0.32% | 208,377 | $42.36 |
| Q3 2014 | -3,190 | Reduce 1.53% | 205,187 | $42.66 |
| Q4 2014 | -1,220 | Reduce 0.59% | 203,967 | $42.22 |
| Q1 2015 | -4,475 | Reduce 2.19% | 199,492 | $40.55 |
| Q2 2015 | +27,995 | Add 14.03% | 227,487 | $39.23 |
| Q3 2015 | -7,250 | Reduce 3.19% | 220,237 | $40.12 |
| Q4 2015 | -13,910 | Reduce 6.32% | 206,327 | $42.96 |
| Q1 2016 | -1,145 | Reduce 0.55% | 205,182 | $46.39 |
| Q2 2016 | -8,075 | Reduce 3.94% | 197,107 | $45.33 |
| Q3 2016 | -11,215 | Reduce 5.69% | 185,892 | $42.32 |
| Q4 2016 | -3,155 | Reduce 1.70% | 182,737 | $41.46 |
| Q1 2017 | -9,980 | Reduce 5.46% | 172,757 | $42.44 |
| Q2 2017 | -3,230 | Reduce 1.87% | 169,527 | $44.85 |
| Q3 2017 | -4,750 | Reduce 2.80% | 164,777 | $45.01 |
| Q4 2017 | -34,365 | Reduce 20.86% | 130,412 | $45.88 |
| Q1 2018 | -6,704 | Reduce 5.14% | 123,708 | $43.43 |
| Q2 2018 | -1,725 | Reduce 1.39% | 121,983 | $43.86 |
| Q3 2018 | -2,675 | Reduce 2.19% | 119,308 | $46.19 |
| Q4 2018 | -2,385 | Reduce 2.00% | 116,923 | $47.35 |
| Q1 2019 | -5,924 | Reduce 5.07% | 110,999 | $46.86 |
| Q2 2019 | -4,982 | Reduce 4.49% | 106,017 | $50.92 |
| Q3 2019 | -450 | Reduce 0.42% | 105,567 | $54.44 |
| Q4 2019 | -5,313 | Reduce 5.03% | 100,254 | $55.35 |
| Q1 2020 | -20,647 | Reduce 20.59% | 79,607 | $44.25 |
| Q2 2020 | -26,935 | Reduce 33.83% | 52,672 | $44.67 |
| Q4 2020 | -5,343 | Reduce 10.14% | 47,329 | $54.85 |
| Q1 2021 | -24,002 | Reduce 50.71% | 23,327 | $52.73 |
| Q2 2021 | -617 | Reduce 2.65% | 22,710 | $54.12 |
| Q4 2021 | -1,275 | Reduce 5.61% | 21,435 | $59.20 |
| Q2 2022 | -70 | Reduce 0.33% | 21,365 | $62.91 |
| Q3 2022 | -370 | Reduce 1.73% | 20,995 | $56.01 |
| Q1 2023 | -1,226 | Reduce 5.84% | 19,769 | $62.03 |
| Q2 2023 | +390 | Add 1.97% | 20,159 | $60.22 |
| Q3 2023 | -151 | Reduce 0.75% | 20,008 | $55.98 |
| Q4 2023 | -1,763 | Reduce 8.81% | 18,245 | $58.93 |
| Q1 2024 | -2,665 | Reduce 14.61% | 15,580 | $61.18 |
| Q2 2024 | -1,000 | Reduce 6.42% | 14,580 | $63.65 |
| Q3 2024 | -50 | Reduce 0.34% | 14,530 | $71.86 |
| Q4 2024 | -425 | Reduce 2.92% | 14,105 | $62.26 |
| Q1 2025 | -465 | Reduce 3.30% | 13,640 | $71.62 |
Tom Russo's The Coca-Cola Company Investment FAQs
Tom Russo first purchased The Coca-Cola Company (KO) in Q2 2013, acquiring 181,303 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Russo 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.
Tom Russo's largest addition to The Coca-Cola Company (KO) was in Q2 2013, adding 181,303 shares worth $7.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Tom Russo's firm, Gardner Russo & Quinn LLC, owns 13,640 shares of The Coca-Cola Company (KO), valued at approximately $904,605. 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 0.01% of Tom Russo'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.
Tom Russo's peak holding in The Coca-Cola Company (KO) was 227,487 shares, as reported at the end of Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.