SEC 13F Intelligence

Citadel Investment Advisory, Inc. / KO

Citadel Investment Advisory, Inc.’s Coca Cola Co Position

Does Citadel Investment Advisory, Inc. own Coca Cola Co (KO)? Yes — 38.5K shares worth $3M (+1.40% of its 13F portfolio) as of Q1 2026, down from 39.6K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
38.5K
% of Portfolio
+1.40%
Quarters Held
22
currently held

Position History KO

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $3MQ2 ’22Q3 ’22: $3MQ4 ’22: $3MQ1 ’23: $3MQ1 ’23Q2 ’23: $3MQ3 ’23: $2MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.5K$3M+1.40%
Q4 202539.6K$3M+1.20%
Q3 202540.4K$3M+1.23%
Q2 202540.4K$3M+1.38%
Q1 202543.0K$3M+1.51%
Q4 202443.1K$3M+1.39%
Q3 202443.2K$3M+1.63%
Q2 202442.5K$3M+1.54%
Q1 202442.8K$3M+1.48%
Q4 202342.9K$3M+1.55%
Q3 202343.3K$2M+1.59%
Q2 202343.4K$3M+1.69%
Q1 202343.7K$3M+1.84%
Q4 202243.7K$3M+1.90%
Q3 202245.3K$3M+1.94%
Q2 202244.7K$3M+1.91%
Q1 202246.8K$3M+1.69%
Q4 202147.6K$3M+1.65%
Q3 202147.7K$3M+1.55%
Q2 202147.7K$3M+1.60%
Q1 202147.7K$3M+1.64%
Q4 202047.7K$3M+1.87%

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