Robert Millen - Jensen Investment Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Coca Cola Co. (KO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 111,651 0.17 Reduce 0.00% $76.05 $8,491,059 SEC
2025   Q4 111,652 0.12 Reduce 10.31% 0.01 $69.91 $7,805,591 SEC
2025   Q3 124,487 0.10 Add 0.01% $66.32 $8,255,978 SEC
2025   Q2 124,478 0.10 Reduce 0.20% <0.01 $70.75 $8,806,819 SEC
2025   Q1 124,728 0.10 Reduce 0.50% <0.01 $71.62 $8,933,019 SEC
2024   Q4 125,358 0.07 Reduce 0.69% <0.01 $62.26 $7,804,789 SEC
2024   Q3 126,228 0.08 $71.86 $9,070,744 SEC
2024   Q2 126,228 0.07 $63.65 $8,034,412 SEC
2024   Q1 126,228 0.06 Reduce 0.81% <0.01 $61.18 $7,722,629 SEC
2023   Q4 127,263 0.06 $58.93 $7,499,609 SEC
2023   Q3 127,263 0.06 Reduce 0.78% <0.01 $55.98 $7,124,183 SEC
2023   Q2 128,263 0.06 Reduce 0.36% <0.01 $60.22 $7,723,998 SEC
2023   Q1 128,723 0.06 Reduce 0.31% <0.01 $61.85 $7,961,518 SEC
2022   Q4 129,123 0.06 Reduce 1.68% <0.01 $63.61 $8,213,514 SEC
2022   Q3 131,323 0.06 Reduce 0.07% $56.02 $7,357,000 SEC
2022   Q2 131,409 0.07 Add 0.50% <0.01 $62.91 $8,267,000 SEC
2022   Q1 130,759 0.06 $62.00 $8,107,000 SEC
2021   Q4 130,759 0.05 Reduce 0.79% <0.01 $59.21 $7,742,000 SEC
2021   Q3 131,804 0.05 $52.47 $6,916,000 SEC
2021   Q2 131,804 0.05 Reduce 1.35% <0.01 $54.11 $7,132,000 SEC
2021   Q1 133,610 0.06 Reduce 0.98% <0.01 $52.71 $7,043,000 SEC
2020   Q4 134,930 0.06 $54.84 $7,400,000 SEC
2020   Q3 134,930 0.06 Reduce 7.40% <0.01 $49.37 $6,661,000 SEC
2020   Q2 145,712 0.06 Reduce 1.72% <0.01 $44.68 $6,510,000 SEC
2020   Q1 148,262 0.07 Reduce 1.22% <0.01 $44.25 $6,561,000 SEC
2019   Q4 150,092 0.08 Reduce 0.66% <0.01 $55.35 $8,308,000 SEC
2019   Q3 151,092 0.09 Reduce 2.73% <0.01 $54.44 $8,225,000 SEC
2019   Q2 155,329 0.09 $50.92 $7,909,000 SEC
2019   Q1 155,329 0.09 Reduce 10.75% 0.01 $46.86 $7,279,000 SEC
2018   Q4 174,043 0.12 Reduce 0.53% <0.01 $47.35 $8,241,000 SEC
2018   Q3 174,978 0.10 Reduce 92.85% 1.34 $46.19 $8,082,000 SEC
2018   Q2 2,446,081 1.44 Reduce 17.95% 0.30 $43.86 $107,285,000 SEC
2018   Q1 2,981,266 1.69 Add 0.45% <0.01 $43.43 $129,476,000 SEC
2017   Q4 2,967,809 1.74 Add 0.35% <0.01 $45.88 $136,163,000 SEC
2017   Q3 2,957,548 1.80 Reduce 0.35% <0.01 $45.01 $133,119,000 SEC
2017   Q2 2,967,978 1.82 Reduce 3.38% 0.06 $44.85 $133,114,000 SEC
2017   Q1 3,071,888 1.83 Reduce 0.18% <0.01 $42.44 $130,371,000 SEC
2016   Q4 3,077,338 1.87 Reduce 0.18% <0.01 $41.46 $127,586,000 SEC
2016   Q3 3,082,931 1.95 Add 0.04% <0.01 $42.32 $130,470,000 SEC
2016   Q2 3,081,569 2.17 Reduce 1.11% 0.03 $45.33 $139,688,000 SEC
2016   Q1 3,116,076 2.31 Add 0.89% 0.02 $46.39 $144,555,000 SEC
2015   Q4 3,088,636 2.22 Reduce 0.04% <0.01 $42.96 $132,688,000 SEC
2015   Q3 3,089,726 2.18 Add 0.66% 0.01 $40.12 $123,960,000 SEC
2015   Q2 3,069,361 1.92 Reduce 0.49% <0.01 $39.23 $120,411,000 SEC
2015   Q1 3,084,545 1.91 Add 0.12% <0.01 $40.55 $125,078,000 SEC
2014   Q4 3,080,732 2.01 Reduce 38.71% 1.32 $42.22 $130,069,000 SEC
2014   Q3 5,026,373 3.40 Reduce 3.21% 0.11 $42.66 $214,425,000 SEC
2014   Q2 5,192,820 3.31 Reduce 3.95% 0.12 $42.36 $219,968,000 SEC
2014   Q1 5,406,227 3.01 Add 1.25% 0.04 $38.66 $209,005,000 SEC
2013   Q4 5,339,382 3.13 Reduce 1.01% 0.03 $41.31 $220,570,000 SEC
2013   Q3 5,393,610 3.16 Add 29.88% 0.73 $37.88 $204,310,000 SEC
2013   Q2 4,152,808 2.73 Reduce 0.20% <0.01 $40.11 $166,569,000 SEC
2013   Q1 4,161,006 2.81 Add 13.64% 0.34 $40.44 $168,271,000 SEC
2012   Q4 3,661,516 2.48 Add 39.12% 0.70 $36.25 $132,729,000 SEC
2012   Q3 2,631,953 1.79 Add 102.18% 0.90 $37.93 $99,830,000 SEC
2012   Q2 1,301,808 1.85 Reduce 14.43% 0.28 $78.19 $101,788,000 SEC
2012   Q1 1,521,265 1.94 Reduce 0.73% 0.01 $74.01 $112,588,000 SEC
2011   Q4 1,532,515 2.01 Add 1.94% 0.04 $69.97 $107,230,000 SEC
2011   Q3 1,503,408 1.04 Reduce 32.51% 0.85 $67.56 $101,570,000 SEC
2011   Q2 2,227,588 2.61 Reduce 1.52% 0.04 $67.29 $149,894,000 SEC
2011   Q1 2,261,859 2.75 Add 2.11% 0.06 $66.35 $150,074,000 SEC
2010   Q4 2,215,095 3.03 Add 1.80% 0.05 $65.77 $145,687,000 SEC
2010   Q3 2,175,928 1.57 Add 0.08% <0.01 $58.52 $127,335,000 SEC
2010   Q2 2,174,288 1.54 Add 5.29% 0.08 $50.12 $108,975,000 SEC
2010   Q1 2,065,128 1.58 Add 25.82% 0.32 $55.00 $113,582,000 SEC
2009   Q4 1,641,338 2.96 Reduce 12.90% 0.23 $57.00 $93,556,000 SEC
2009   Q3 1,884,358 1.82 Add 2.77% 0.05 $53.70 $101,190,000 SEC
2009   Q2 1,833,598 1.85 Add 1.22% 0.02 $47.99 $87,994,000 SEC
2009   Q1 1,811,515 1.87 Add 2.01% 0.04 $43.95 $79,616,000 SEC
2008   Q4 1,775,838 1.69 Add 57.61% 0.62 $45.27 $80,392,000 SEC
2008   Q3 1,126,733 1.00 Add 0.59% <0.01 $52.88 $59,582,000 SEC
2008   Q2 1,120,113 1.12 Add 0.58% <0.01 $51.98 $58,223,000 SEC
2008   Q1 1,113,677 1.23 Reduce 8.98% 0.11 $60.87 $67,790,000 SEC
2007   Q4 1,223,597 1.22 Reduce 1.24% 0.01 $61.37 $75,092,000 SEC
2007   Q3 1,238,992 1.16 Add 3.31% 0.04 $57.47 $71,205,000 SEC
2007   Q2 1,199,344 1.09 Add 2.89% 0.03 $52.31 $62,738,000 SEC
2007   Q1 1,165,694 1.03 Add 0.81% <0.01 $48.00 $55,953,000 SEC
2006   Q4 1,156,311 2.07 Add 3.47% 0.07 $48.25 $55,792,000 SEC
2006   Q3 1,117,549 2.05 Add 1.08% 0.02 $44.68 $49,932,000 SEC
2006   Q2 1,105,627 2.06 Reduce 15.02% 0.33 $43.02 $47,564,000 SEC
2006   Q1 1,300,977 2.20 Reduce 12.32% 0.27 $41.87 $54,472,000 SEC
2005   Q4 1,483,708 2.21 Add 1.41% 0.03 $40.31 $59,808,000 SEC
2005   Q3 1,463,008 2.19 Reduce 19.48% 0.50 $43.19 $63,187,000 SEC
2005   Q2 1,817,008 2.57 Reduce 1.11% 0.03 $41.75 $75,860,000 SEC
2005   Q1 1,837,478 2.62 Reduce 0.44% 0.01 $41.67 $76,568,000 SEC
2004   Q4 1,845,622 2.69 Reduce 1.78% 0.05 $41.64 $76,852,000 SEC
2004   Q3 1,879,060 3.00 Add 4.10% 0.12 $40.05 $75,256,000 SEC
2004   Q2 1,805,060 3.74 Add 2.85% 0.10 $50.48 $91,119,000 SEC
2004   Q1 1,755,060 4.26 Add 3.43% 0.14 $50.30 $88,280,000 SEC
2003   Q4 1,696,910 4.46 Add 2.28% 0.10 $50.75 $86,118,000 SEC
2003   Q3 1,659,143 4.29 Add 8.21% 0.33 $42.96 $71,277,000 SEC
2003   Q2 1,533,243 4.68 Add 38.82% 1.31 $46.41 $71,158,000 SEC
2003   Q1 1,104,463 4.11 Add 14.91% 0.53 $40,480.00 $44,708,662,000 SEC
2002   Q4 961,163 3.99 Add 317.60% 3.03 $43.84 $42,137,000 SEC
2002   Q3 230,163 1.86 Add 290.35% 1.38 $47,960.00 $11,038,617,000 SEC
2002   Q2 58,963 0.64 Reduce 0.25% <0.01 $56,000.00 $3,301,928,000 SEC
2002   Q1 59,108 0.82 Reduce 1.66% 0.02 $52,260.00 $3,088,984,000 SEC
2001   Q4 60,108 1.33 Reduce 2.51% 0.05 $47,150.00 $2,834,092,000 SEC
2001   Q3 61,658 2.00 Reduce 2.28% 0.04 $46,850.00 $2,888,677,000 SEC
2001   Q2 63,098 1.89 Reduce 10.73% 0.26 $45,000.00 $2,839,410,000 SEC
2001   Q1 70,679 2.45 Reduce 1.70% 0.05 $45,160.01 $3,191,864,000 SEC
2000   Q4 71,904 3.01 Reduce 15.13% 0.51 $60,940.00 $4,381,830,000 SEC
2000   Q3 84,723 3.37 Buy 3.37 $55,120.00 $4,669,932,000 SEC