Kavar Capital Partners Group’s Coca-Cola KO Stock Holding History

Kavar Capital Partners Group’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.08M	Buy	50,166 +1,333	+3%	+$105K	0.5%	46
2026 Q1	$3.71M	Sell	48,833 -414	-0.8%	-$31.3K	0.47%	53
2025 Q4	$3.44M	Sell	49,247 -79	-0.2%	-$5.51K	0.47%	52
2025 Q3	$3.27M	Sell	49,326 -379	-0.8%	-$26.1K	0.44%	56
2025 Q2	$3.52M	Sell	49,705 -300	-0.6%	-$21.4K	0.51%	54
2025 Q1	$3.58M	Buy	50,005 +51	+0.1%	+$3.41K	0.6%	49
2024 Q4	$3.11M	Sell	49,954 -62	-0.1%	-$4.05K	0.53%	52
2024 Q3	$3.59M	Buy	50,016 +107	+0.2%	+$7.33K	0.57%	52
2024 Q2	$3.18M	Sell	49,909 -830	-2%	-$51.4K	0.57%	52
2024 Q1	$3.1M	Sell	50,739 -19,667	-28%	-$1.18M	0.57%	51
2023 Q4	$4.15M	Buy	70,406 +35,223	+100%	+$2M	0.46%	57
2023 Q3	$1.97M	Sell	35,183 -24	-0.1%	-$1.44K	0.43%	63
2023 Q2	$2.12M	Buy	35,207 +62	+0.2%	+$3.86K	0.45%	61
2023 Q1	$2.18M	Sell	35,145 -1,294	-4%	-$78.3K	0.47%	60
2022 Q4	$2.32M	Buy	36,439 +90	+0.2%	+$5.43K	0.53%	53
2022 Q3	$2.04M	Hold	36,349	–	–	0.52%	59
2022 Q2	$2.29M	Buy	36,349 +200	+0.6%	+$12.7K	0.53%	55
2022 Q1	$2.24M	Sell	36,149 -948	-3%	-$57.7K	0.48%	57
2021 Q4	$2.2M	Sell	37,097 -642	-2%	-$35.7K	0.46%	62
2021 Q3	$1.98M	Sell	37,739 -66	-0.2%	-$3.68K	0.45%	64
2021 Q2	$2.05M	Sell	37,805 -252	-0.7%	-$13.7K	0.49%	62
2021 Q1	$2.01M	Sell	38,057 -2,000	-5%	-$101K	0.54%	61
2020 Q4	$2.2M	Sell	40,057 -395	-1%	-$20.4K	0.63%	50
2020 Q3	$2M	Sell	40,452 -42	-0.1%	-$2.02K	0.67%	48
2020 Q2	$1.81M	Buy	40,494 +1,835	+5%	+$84.5K	0.69%	49
2020 Q1	$1.71M	Sell	38,659 -2,058	-5%	-$111K	0.82%	45
2019 Q4	$2.25M	Sell	40,717 -5	-0%	-$269	0.83%	47
2019 Q3	$2.22M	Hold	40,722	–	–	0.87%	46
2019 Q2	$2.07M	Buy	40,722 +1,550	+4%	+$76K	0.82%	46
2019 Q1	$1.84M	Buy	39,172 +3,592	+10%	+$168K	0.82%	49
2018 Q4	$1.69M	Buy	35,580 +800	+2%	+$38.3K	0.91%	44
2018 Q3	$1.61M	Sell	34,780 -200	-0.6%	-$9.14K	0.8%	55
2018 Q2	$1.53M	Sell	34,980 -400	-1%	-$17.3K	0.77%	54
2018 Q1	$1.54M	Buy	35,380 +44	+0.1%	+$1.98K	0.8%	53
2017 Q4	$1.62M	Buy	35,336 +200	+0.6%	+$9.19K	0.86%	52
2017 Q3	$1.58M	Sell	35,136 -1,000	-3%	-$45.5K	0.87%	55
2017 Q2	$1.62M	Hold	36,136	–	–	0.88%	56
2017 Q1	$1.53M	Buy	36,136 +258	+0.7%	+$10.8K	0.85%	57
2016 Q4	$1.49M	Buy	35,878 +3,163	+10%	+$132K	0.94%	53
2016 Q3	$1.39M	Sell	32,715 -100	-0.3%	-$4.38K	0.89%	57
2016 Q2	$1.49M	Buy	32,815 +1,700	+5%	+$76.8K	0.96%	55
2016 Q1	$1.44M	Buy	31,115 +2	+0%	+$87	0.95%	52
2015 Q4	$1.34M	Hold	31,113	–	–	0.86%	53
2015 Q3	$1.25M	Sell	31,113 -200	-0.6%	-$8.01K	0.88%	51
2015 Q2	$1.23M	Sell	31,313 -300	-0.9%	-$12.2K	0.83%	51
2015 Q1	$1.28M	Buy	31,613 +250	+0.8%	+$10.5K	1.09%	43
2014 Q4	$1.32M	Sell	31,363 -183	-0.6%	-$7.82K	1.04%	40
2014 Q3	$1.35M	Buy	31,546 +156	+0.5%	+$6.45K	1.15%	26
2014 Q2	$1.33M	Buy	31,390 +415	+1%	+$16.8K	1.13%	23
2014 Q1	$1.2M	Buy	30,975 +550	+2%	+$21.2K	0.99%	29
2013 Q4	$1.26M	Buy	+30,425	New	+$1.2M	1.12%	24

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Kavar Capital Partners Group's KO Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Coca-Cola (KO) stake by 2.7% in Q2 2026, buying an estimated $105K and bringing the position to 50,166 shares worth $4.08M. The position accounts for 0.5% of the portfolio, ranked #46.

Kavar Capital Partners Group first reported a position in KO in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.15M in Q4 2023. 1,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Kavar Capital Partners Group held 50,166 shares of Coca-Cola worth $4.08M as of Q2 2026.
Kavar Capital Partners Group bought 1,333 Coca-Cola shares in Q2 2026, an estimated $105K.
Coca-Cola made up 0.5% of Kavar Capital Partners Group's portfolio in Q2 2026, its #46 holding.
Kavar Capital Partners Group first reported a position in Coca-Cola in Q4 2013 and has held it in 51 quarters since.
Kavar Capital Partners Group's Coca-Cola position peaked at $4.15M in Q4 2023.
1,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.