Mather Group
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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
Q3 		$6.73M Buy
78,231
+2,237
+3% +$194K 0.06% 145
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% +$4.66K 0.07% 66
2020
Q2 		$1.53M Buy
+34,261
New +$1.58M 0.07% 69

Other funds holding KO

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Mather Group's KO Position: Q3 2026 in Review

Mather Group increased its Coca-Cola (KO) stake by 2.9% in Q3 2026, buying an estimated $194K and bringing the position to 78,231 shares worth $6.73M. The position accounts for 0.06% of the portfolio, ranked #145.

Mather Group first reported a position in KO in Q2 2020 and has held it in 21 quarters since. 817 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Mather Group held 78,231 shares of Coca-Cola worth $6.73M as of Q3 2026.
  • Mather Group bought 2,237 Coca-Cola shares in Q3 2026, an estimated $194K.
  • Coca-Cola made up 0.06% of Mather Group's portfolio in Q3 2026, its #145 holding.
  • Mather Group first reported a position in Coca-Cola in Q2 2020 and has held it in 21 quarters since.
  • 817 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.