SEC 13F Intelligence

Atticus Wealth Management, LLC / KO

Atticus Wealth Management, LLC’s Coca Cola Co Position

Does Atticus Wealth Management, LLC own Coca Cola Co (KO)? Yes — 70.3K shares worth $5M (+1.45% of its 13F portfolio) as of Q1 2026, up from 70.2K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
70.3K
% of Portfolio
+1.45%
Quarters Held
26
currently held

Position History KO

Reported value by quarter
Q4 ’19: $7MQ4 ’19Q1 ’20: $6MQ2 ’20: $6MQ3 ’20: $6MQ4 ’20: $7MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ3 ’21: $6MQ4 ’21: $7MQ4 ’21Q1 ’22: $7MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $7MQ4 ’22Q1 ’23: $7MQ2 ’23: $7MQ3 ’23: $6MQ4 ’23: $6MQ4 ’23Q1 ’24: $7MQ2 ’24: $5MQ3 ’24: $6MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202670.3K$5M+1.45%
Q4 202570.2K$5M+1.21%
Q3 202570.2K$5M+1.18%
Q2 202570.2K$5M+1.34%
Q1 202571.7K$5M+1.68%
Q4 202474.8K$5M+1.45%
Q3 202478.3K$6M+1.81%
Q2 202474.9K$5M+1.56%
Q1 2024109.2K$7M+2.19%
Q4 2023109.8K$6M+2.28%
Q3 2023109.8K$6M+2.36%
Q2 2023109.8K$7M+2.44%
Q1 2023110.0K$7M+2.61%
Q4 2022115.0K$7M+3.01%
Q3 2022113.8K$7M+3.46%
Q2 2022113.8K$7M+2.97%
Q1 2022113.7K$7M+2.57%
Q4 2021109.8K$7M+2.54%
Q3 2021111.5K$6M+2.57%
Q2 2021117.1K$6M+2.76%
Q1 2021121.2K$6M+3.04%
Q4 2020123.8K$7M+3.42%
Q3 2020123.8K$6M+3.65%
Q2 2020124.7K$6M+3.68%
Q1 2020128.5K$6M+4.58%
Q4 2019129.0K$7M+4.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Atticus Wealth Management, LLC’s full portfolio or all institutional holders of KO.