S&P 500: 662.29 -0.6% NASDAQ 100: 593.72 -0.6% Dow Jones: 466.41 -0.2%

Tom Russo’s KO Holdings & Trades

First Buy
Q2 2013
Duration Held
51 Quarters
Largest Add
Q2 2013
+181,303 Shares
Current Position
13,640 Shares
$953,572 Value

Tom Russo's KO Position Overview

Tom Russo (via Gardner Russo & Quinn LLC) currently holds 13,640 shares of The Coca-Cola Company (KO) worth $953,572, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 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 27,995 shares. Largest reduction occurred in Q4 2017, reducing 34,365 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2025 -465 Reduce 3.30% 13,640 $71.62
Q4 2024 -425 Reduce 2.92% 14,105 $62.26
Q3 2024 -50 Reduce 0.34% 14,530 $71.86
Q2 2024 -1,000 Reduce 6.42% 14,580 $63.65
Q1 2024 -2,665 Reduce 14.61% 15,580 $61.18
Q4 2023 -1,763 Reduce 8.81% 18,245 $58.93
Q3 2023 -151 Reduce 0.75% 20,008 $55.98
Q2 2023 +390 Add 1.97% 20,159 $60.22
Q1 2023 -1,226 Reduce 5.84% 19,769 $62.03
Q3 2022 -370 Reduce 1.73% 20,995 $56.01
Q2 2022 -70 Reduce 0.33% 21,365 $62.91
Q4 2021 -1,275 Reduce 5.61% 21,435 $59.20
Q2 2021 -617 Reduce 2.65% 22,710 $54.12
Q1 2021 -24,002 Reduce 50.71% 23,327 $52.73
Q4 2020 -5,343 Reduce 10.14% 47,329 $54.85
Q2 2020 -26,935 Reduce 33.83% 52,672 $44.67
Q1 2020 -20,647 Reduce 20.59% 79,607 $44.25
Q4 2019 -5,313 Reduce 5.03% 100,254 $55.35
Q3 2019 -450 Reduce 0.42% 105,567 $54.44
Q2 2019 -4,982 Reduce 4.49% 106,017 $50.92
Q1 2019 -5,924 Reduce 5.07% 110,999 $46.86
Q4 2018 -2,385 Reduce 2.00% 116,923 $47.35
Q3 2018 -2,675 Reduce 2.19% 119,308 $46.19
Q2 2018 -1,725 Reduce 1.39% 121,983 $43.86
Q1 2018 -6,704 Reduce 5.14% 123,708 $43.43
Q4 2017 -34,365 Reduce 20.86% 130,412 $45.88
Q3 2017 -4,750 Reduce 2.80% 164,777 $45.01
Q2 2017 -3,230 Reduce 1.87% 169,527 $44.85
Q1 2017 -9,980 Reduce 5.46% 172,757 $42.44
Q4 2016 -3,155 Reduce 1.70% 182,737 $41.46
Q3 2016 -11,215 Reduce 5.69% 185,892 $42.32
Q2 2016 -8,075 Reduce 3.94% 197,107 $45.33
Q1 2016 -1,145 Reduce 0.55% 205,182 $46.39
Q4 2015 -13,910 Reduce 6.32% 206,327 $42.96
Q3 2015 -7,250 Reduce 3.19% 220,237 $40.12
Q2 2015 +27,995 Add 14.03% 227,487 $39.23
Q1 2015 -4,475 Reduce 2.19% 199,492 $40.55
Q4 2014 -1,220 Reduce 0.59% 203,967 $42.22
Q3 2014 -3,190 Reduce 1.53% 205,187 $42.66
Q2 2014 +664 Add 0.32% 208,377 $42.36
Q1 2014 +4,390 Add 2.16% 207,713 $38.66
Q4 2013 -3,455 Reduce 1.67% 203,323 $41.31
Q3 2013 +25,475 Add 14.05% 206,778 $37.88
Q2 2013 +181,303 Add 0.00% 181,303 $40.11

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 51 quarters since Q2 2013.

Tom Russo's largest addition to The Coca-Cola Company (KO) was in Q2 2013, adding 181,303 shares worth $7.27 M.

According to the latest 13F filing for Q4 2025, Tom Russo's firm, Gardner Russo & Quinn LLC, owns 13,640 shares of The Coca-Cola Company (KO), valued at approximately $953,572.

As of the Q4 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.

Tom Russo's peak holding in The Coca-Cola Company (KO) was 227,487 shares, as reported at the end of Q2 2015.