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Catherine Avery Investment Management LLC → KO
Catherine Avery Investment Management LLC KO Position History
The Coca-Cola Company • Manufacturing
Quarters held
11
Latest value
$3.3M
Q3 2026
Peak value
$6.6M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $2.9M |
| Q4 2024 | $2.9M |
| Q4 2024 | $2.9M |
| Q1 2025 | $3.8M |
| Q2 2025 | $3.7M |
| Q3 2025 | $4.4M |
| Q4 2025 | $4.7M |
| Q1 2026 | $6.6M |
| Q2 2026 | $3M |
| Q2 2026 | $3.6M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 37.8K | — | — |
| Q2 2026 | $3.6M | 43.9K | — | — |
| Q2 2026 | $3M | 37.0K | — | — |
| Q1 2026 | $6.6M | 86.4K | — | — |
| Q4 2025 | $4.7M | 67.3K | — | — |
| Q3 2025 | $4.4M | 66.8K | — | — |
| Q2 2025 | $3.7M | 52.9K | — | — |
| Q1 2025 | $3.8M | 53.1K | — | — |
| Q4 2024 | $2.9M | 46.3K | — | — |
| Q4 2024 | $2.9M | 46.3K | — | — |
| Q4 2024 | $2.9M | 46.3K | — | — |
Other funds holding KO
$24.6B
$24.5B
$23.5B
$21.5B
$20.3B
$20.2B