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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mather Group's KO Position: Q1 2026 in Review

Mather Group increased its Coca-Cola (KO) stake by 66% in Q1 2026, buying an estimated $2.25M and bringing the position to 74,962 shares worth $5.7M. The position accounts for 0.06% of the portfolio, ranked #122.

Mather Group first reported a position in KO in Q2 2020 and has held it in 19 quarters since. The position peaked at $5.72M in Q2 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Mather Group held 74,962 shares of Coca-Cola worth $5.7M as of Q1 2026.
  • Mather Group bought 29,781 Coca-Cola shares in Q1 2026, an estimated $2.25M.
  • Coca-Cola made up 0.06% of Mather Group's portfolio in Q1 2026, its #122 holding.
  • Mather Group first reported a position in Coca-Cola in Q2 2020 and has held it in 19 quarters since.
  • Mather Group's Coca-Cola position peaked at $5.72M in Q2 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.