Michael Lindsell, Nick Train
Lindsell Train
Lindsell Train The Coca-Cola Company stake
total: 40
Lindsell Train KO trades
- Total transactions:
- 5
- New positions:
- 1
- Reduced:
- 4
- Held since:
- 2020 Q2
- Held for:
- 25 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q2 report, Lindsell Train holds 12,000 The Coca-Cola Company (KO) shares with a market value of roughly $975.24K accounting for 0.04% of the overall portfolio. To date, the estimated cost basis is nearly $44.69 for "buy" trades and estimated average "sell" price is $73.28. Lindsell Train first purchased KO in 2020 Q2, initially acquiring 21,100 shares. Since the initial investment in The Coca-Cola Company (KO), Lindsell Train has made 4 more transactions.
When did Lindsell Train buy The Coca-Cola Company (KO)?
Lindsell Train first invested in The Coca-Cola Company (KO) in 2020 Q2 at the reported quarter-end price of $44.69 per share.
What's the cost basis of Lindsell Train's KO stake?
The estimated cost basis for The Coca-Cola Company (KO) stake is around $44.69 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $44.69
- Weighted AVG sell price:
- $73.28
Lindsell Train's historical trades in The Coca-Cola Company
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.03%
|
12,000
|
$76.05
|
$912,600
|
-29.41% (-5,000)
|
-0.01%
|
|
2025 Q4
|
0.03%
|
17,000
|
$69.91
|
$1,188,470
|
-8.11% (-1,500)
|
-0%
|
|
2025 Q3
|
0.03%
|
18,500
|
$66.32
|
$1,226,920
|
-2.63% (-500)
|
-0%
|
|
2025 Q2
|
0.03%
|
19,000
|
$70.75
|
$1,344,250
|
-9.95% (-2,100)
|
-0%
|
|
2020 Q2
|
0.02%
|
$44.69
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.