
What smart money is saying about Coca-Cola
1 fund in our archive has pitched Coca-Cola — most recently Bronte Capital in March 2026.
The Coca-Cola Company, a beverage company, manufactures and sells various nonalcoholic beverages in the United States and internationally. The company provides Trademark Coca-Cola, sparkling soft drinks and flavors; water, sports, coffee, and tea; juice, value-added dairy, and plant-based beverages; and emerging beverages. It also offers beverage concentrates and syrups, as well as fountain syrups to fountain retailers comprising restaurants and convenience stores. The company sells its products under the Coca-Cola, Diet Coke/Coca-Cola Light, Coca-Cola Zero Sugar, caffeine free Diet Coke, Cherry Coke, Fanta, Sprite, Simply, Fanta Orange, Fanta Zero Orange, Fanta Zero Sugar, Fanta Apple, Sprite Zero Sugar, Simply Orange, Simply Apple, Simply Grapefruit, Fresca, Schweppes, Thums Up, Aquarius, Ayataka, BODYARMOR, Ciel, Costa, Crystal, Dasani, Fuze Tea, Georgia, glacéau smartwater, glacéau vitaminwater, Gold Peak, I LOHAS, Powerade, Topo Chico, Core Power, Del Valle, fairlife, innocent, Maaza, Minute Maid, Minute Maid Pulpy, Santa Clara, and dogadan brands. It operates through a network of independent bottling partners, distributors, wholesalers, and retailers, as well as through bottling and distribution operators. The Coca-Cola Company was founded in 1886 and is headquartered in Atlanta, Georgia.
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Position history
Between Q1 2026 and Q3 2026, 2 fund letters reported a position in Coca-Cola, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions
- July 2026
Listed in WS Lindsell Train North American Equity Fund’s reported holdings.
Coca-Cola - June 2026
Listed in Guinness Global Equity Income Fund’s reported holdings.
Coca-Cola
Also mentioned · 2
These funds discuss Coca-Cola — as a competitor, benchmark or comparable — without disclosing a position in it.
- September 2026
“In 1985, Coca-Cola replaced its original formula with “New Coke.” The backlash was so intense that Coca-Cola reversed course just 79 days later and brought back the original formula as “Coca-Cola Classic.” Despite becoming one of the most famous marketing blunders in history, Coca-Cola’s stock performed quite well that year, up over 40%.”
Coca-Cola - June 2026
“The arguments go something like this. Commercial insurance buyers will use AI agents (or a cheaper AI-native broker) to go directly to the universe of property and casualty (P&C) underwriters, eliminating the need for traditional brokers such as Marsh. Coca-Cola, for example, will input its insurance requirements into its AI agent.”
Coca-Cola
Fund coverage · 1 thesis
- Bronte CapitalMarch 2026
Coca-Cola is a stunning consumer staples business with high returns on capital, strong cash generation, and powerful brand and distribution advantages.
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