DNCA FINANCE KO COCA COLA CO

Ownership history in DNCA FINANCE  ·  3 quarters on record

AI Ownership Summary

DNCA FINANCE reported COCA COLA CO (KO) in 3 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 1.21% in 2026 Q2. The latest visible filing shows KO at 1.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DNCA FINANCE's position in COCA COLA CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KO was reported at 1.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.21% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DNCA FINANCE held KO — position size vs. price
% of Fund (quarterly)    KO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 308,436 +183,436 +146.7% 1.21% $25.1M 2026-08-13 $87.42
2025 Q2 REDUCED 20.6% -5.9% 125,000 -32,482 -20.6% 0.68% $8.8M 2025-08-13 $68.52
2025 Q1 INITIATED 157,482 0.94% $11.3M 2025-05-14 $66.78

FAQ About DNCA FINANCE and KO

These are the practical questions this page is built to answer before you even open the full history table.

How long has DNCA FINANCE reported owning KO?

DNCA FINANCE reported KO across 3 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported KO position in DNCA FINANCE's portfolio?

The largest reported portfolio weight for KO was 1.21% in 2026 Q2.

What is the latest reported KO position on this page?

The most recent filing on this page is 2026 Q2, when DNCA FINANCE reported 308,436 shares, equal to 1.21% of portfolio, with an estimated market value of $25.1M.

What does the chart on this KO ownership page compare?

The chart compares DNCA FINANCE's quarterly KO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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