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Cape Investment Advisory, Inc. → KO
Cape Investment Advisory, Inc. KO Position History
The Coca-Cola Company • Manufacturing
Quarters held
10
Latest value
$4.1M
Q3 2026
Peak value
$4.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $986K |
| Q3 2025 | $182K |
| Q4 2025 | $2M |
| Q4 2025 | $196K |
| Q1 2026 | $4.7M |
| Q1 2026 | $179K |
| Q2 2026 | $186K |
| Q2 2026 | $3.9M |
| Q3 2026 | $101K |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 47.3K | — | — |
| Q3 2026 | $101K | 1.2K | — | — |
| Q2 2026 | $3.9M | 47.8K | — | — |
| Q2 2026 | $186K | 2.3K | — | — |
| Q1 2026 | $179K | 2.4K | — | — |
| Q1 2026 | $4.7M | 62.2K | — | — |
| Q4 2025 | $196K | 2.8K | — | — |
| Q4 2025 | $2M | 28.5K | — | — |
| Q3 2025 | $182K | 2.7K | — | — |
| Q3 2025 | $986K | 14.9K | — | — |
Other funds holding KO
$24.6B
$24.5B
$23.5B
$21.5B
$20.3B
$20.2B