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What smart money is saying about Coca-ColaUnited States flag

KO · Consumer Defensive · Beverages - Non-Alcoholic · Market cap $345.53B

1 fund in our archive has pitched Coca-Cola — most recently Bronte Capital in March 2026.

Company profile

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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Summarize with Warren AI
1
Reported positions
0
Bought
0
Sold
3
Letters

Position history

Between Q1 2026 and Q2 2026, 1 fund letter reported a position in Coca-Cola, with no move described.

Fund letters reporting a position in Coca-Cola, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q1 20260001

Fund activity · 1 position

  • HoldsGuinness Global Equity Income Fund
    June 2026

    Listed in Guinness Global Equity Income Fund’s reported holdings.

    Read the letterCoca-Cola

Also mentioned · 1

These funds discuss Coca-Cola — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedArtisan Partners Select Equity Strategy
    June 2026
    Coca-Cola, for example, will input its insurance requirements into its AI agent.
    Read the letterCoca-Cola

Fund coverage · 1 thesis

  • Bronte Capital
    March 2026

    Coca-Cola is a stunning consumer staples business with high returns on capital, strong cash generation, and powerful brand and distribution advantages.

    Read the full thesis

Read every full thesis on Coca-Cola

Unlock all 1 thesis — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

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