Question 1

Does O'Shaughnessy Asset Management own KO stock?

Accepted Answer

Yes. As of its Q3 2026 13F, O'Shaughnessy Asset Management holds 1,014,075 shares of KO (Coca-Cola), worth $97.1M.

Question 2

How many shares of KO does O'Shaughnessy Asset Management own?

Accepted Answer

As of its Q3 2026 13F, O'Shaughnessy Asset Management holds 1,014,075 shares of KO (Coca-Cola).

Question 3

What is O'Shaughnessy Asset Management's KO position worth?

Accepted Answer

As of its Q3 2026 13F, O'Shaughnessy Asset Management's KO position is worth $97.1M.

Question 4

Is O'Shaughnessy Asset Management buying or selling KO?

Accepted Answer

In Q3 2026, O'Shaughnessy Asset Management increased its KO position by 150,261 shares (+17.4%).

Question 5

When did O'Shaughnessy Asset Management first buy KO?

Accepted Answer

O'Shaughnessy Asset Management first reported KO in its Q2 2019 13F and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Increased	1M	+17.4%	$97.1M	0.4%	$86.08	42
2026-Q2	Decreased	863,814	-6.9%	$70.2M	0.3%	$80.79	0
2026-Q1	Increased	927,902	+22.1%	$70.6M	0.4%	$75.11	43
2025-Q4	Increased	760,031	+9.8%	$53.1M	0.3%	$68.58	39
2025-Q3	Decreased	692,481	-4.1%	$45.9M	0.3%	$64.60	0
2025-Q2	Increased	722,354	+11.9%	$51.1M	0.3%	$68.39	39
2025-Q1	Increased	645,357	+14.1%	$46.2M	0.4%	$68.75	40
2024-Q4	Increased	565,597	+6.4%	$35.2M	0.3%	$59.32	37
2024-Q3	Increased	531,479	+10.6%	$37.4M	0.3%	$67.96	38
2024-Q2	Increased	480,708	+25.1%	$30.6M	0.3%	$59.78	42
2024-Q1	Increased	384,150	+17.3%	$23.5M	0.3%	$57.02	40
2023-Q4	Decreased	327,571	-5.1%	$19.3M	0.3%	$54.49	0
2023-Q3	Decreased	345,175	-5.0%	$19.3M	0.3%	$51.35	0
2023-Q2	Decreased	363,257	-6.9%	$21.9M	0.3%	$54.80	0
2023-Q1	Decreased	390,270	-5.2%	$24.2M	0.4%	$56.03	0
2022-Q4	Increased	411,688	+2.1%	$26.2M	0.4%	$57.01	35
2022-Q3	Increased	403,129	+3.7%	$22.6M	0.4%	$49.86	35
2022-Q2	Increased	388,601	+8.0%	$24.4M	0.5%	$55.59	37
2022-Q1	Increased	359,742	+14.9%	$22.3M	0.4%	$54.39	39
2021-Q4	Increased	313,042	+1.8%	$18.5M	0.3%	$51.55	34
2021-Q3	Increased	307,388	+147.4%	$16.1M	0.3%	$45.33	54
2021-Q2	Increased	124,226	+5.8%	$6.7M	0.1%	$46.39	35
2021-Q1	Decreased	117,426	-1.7%	$6.2M	0.1%	$44.86	0
2020-Q4	Increased	119,459	+236.6%	$6.6M	0.2%	$46.28	53
2020-Q3	Increased	35,488	+47.2%	$1.8M	0.1%	$41.34	35
2020-Q2	Increased	24,108	+602.2%	$1.1M	0.0%	$37.11	41
2020-Q1	Decreased	3,433	-57.2%	$152,000	0.0%	$36.43	0
2019-Q4	Increased	8,018	+616x	$444,000	0.0%	$45.17	39
2019-Q3	Increased	13	+85.7%	$1,000	0.0%	$44.10	12
2019-Q2	New	7	-	$0	0.0%	$40.94	17