Alpha Cubed Investments, LLC / KO
Alpha Cubed Investments, LLC’s Coca Cola Co Position
Does Alpha Cubed Investments, LLC own Coca Cola Co (KO)? Yes — 291.6K shares worth $20M (+0.70% of its 13F portfolio) as of Q4 2025, down from 293.0K shares the prior filed quarter.
Position Value
$20M
Q4 2025
Shares
291.6K
% of Portfolio
+0.70%
Quarters Held
29
currently held
Position History KO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 291.6K | $20M | +0.70% |
| Q3 2025 | 293.0K | $19M | +0.68% |
| Q2 2025 | 499.3K | $35M | +1.34% |
| Q1 2025 | 659.1K | $47M | +2.11% |
| Q4 2024 | 648.4K | $40M | +1.85% |
| Q3 2024 | 616.0K | $44M | +1.97% |
| Q2 2024 | 623.5K | $40M | +1.89% |
| Q1 2024 | 574.9K | $35M | +1.84% |
| Q4 2023 | 438.0K | $26M | +1.44% |
| Q3 2023 | 358.3K | $20M | +1.35% |
| Q2 2023 | 385.4K | $23M | +1.56% |
| Q1 2023 | 397.8K | $25M | +1.79% |
| Q4 2022 | 430.5K | $27M | +2.07% |
| Q3 2022 | 490.6K | $27M | +2.15% |
| Q2 2022 | 506.9K | $32M | +2.32% |
| Q1 2022 | 521.4K | $32M | +2.07% |
| Q4 2021 | 499.9K | $30M | +1.94% |
| Q3 2021 | 512.9K | $27M | +2.02% |
| Q2 2021 | 492.5K | $27M | +1.93% |
| Q1 2021 | 513.5K | $27M | +2.10% |
| Q4 2020 | 461.4K | $25M | +2.16% |
| Q3 2020 | 452.7K | $22M | +2.14% |
| Q2 2020 | 434.4K | $19M | +2.12% |
| Q1 2020 | 422.9K | $19M | +2.25% |
| Q4 2019 | 376.1K | $21M | +2.14% |
| Q3 2019 | 427.0K | $23M | +2.71% |
| Q2 2019 | 435.5K | $22M | +2.57% |
| Q1 2019 | 440.4K | $21M | +2.50% |
| Q4 2018 | 429.9K | $20M | +3.05% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alpha Cubed Investments, LLC’s full portfolio or all institutional holders of KO.