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Mather Group’s Coca-Cola KO Stock Holding History

Mather 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 		$6.18M Buy
75,994
+1,032
+1% +$81.5K 0.05% 139
2026
Q1 		$5.7M Buy
74,962
+29,781
+66% +$2.25M 0.06% 122
2025
Q4 		$3.16M Buy
45,181
+4,459
+11% +$311K 0.03% 157
2025
Q3 		$2.7M Sell
40,722
-3,524
-8% -$243K 0.03% 169
2025
Q2 		$3.13M Buy
44,246
+4,568
+12% +$325K 0.03% 149
2025
Q1 		$2.84M Sell
39,678
-21,424
-35% -$1.43M 0.03% 145
2024
Q4 		$3.8M Buy
61,102
+337
+0.6% +$22K 0.05% 130
2024
Q3 		$4.37M Sell
60,765
-32,793
-35% -$2.25M 0.06% 119
2024
Q2 		$5.72M Buy
93,558
+47,023
+101% +$2.91M 0.07% 114
2024
Q1 		$2.74M Sell
46,535
-9,763
-17% -$586K 0.04% 135
2023
Q4 		$3.32M Buy
56,298
+3,122
+6% +$177K 0.05% 124
2023
Q3 		$2.98M Sell
53,176
-3,153
-6% -$189K 0.05% 124
2023
Q2 		$3.39M Buy
56,329
+1,724
+3% +$107K 0.05% 123
2023
Q1 		$3.39M Buy
54,605
+16,308
+43% +$987K 0.06% 103
2022
Q4 		$2.44M Sell
38,297
-62
-0.2% -$3.74K 0.05% 126
2022
Q3 		$2.15M Buy
38,359
+881
+2% +$54.8K 0.05% 126
2022
Q2 		$2.36M Buy
37,478
+5,180
+16% +$328K 0.05% 115
2022
Q1 		$2M Buy
+32,298
New +$1.96M 0.04% 112
2020
Q4 		– Sell
-34,358
Closed -$1.7M – 262
2020
Q3 		$1.7M Buy
34,358
+97
+0.3% +$4.67K 0.07% 66
2020
Q2 		$1.53M Buy
+34,261
New +$1.58M 0.07% 69

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mather Group's KO Position: Q2 2026 in Review

Mather Group increased its Coca-Cola (KO) stake by 1.4% in Q2 2026, buying an estimated $81.5K and bringing the position to 75,994 shares worth $6.18M. The position accounts for 0.05% of the portfolio, ranked #139.

Mather Group first reported a position in KO in Q2 2020 and has held it in 20 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Mather Group held 75,994 shares of Coca-Cola worth $6.18M as of Q2 2026.
  • Mather Group bought 1,032 Coca-Cola shares in Q2 2026, an estimated $81.5K.
  • Coca-Cola made up 0.05% of Mather Group's portfolio in Q2 2026, its #139 holding.
  • Mather Group first reported a position in Coca-Cola in Q2 2020 and has held it in 20 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.