Rather & Kittrell’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$343K Buy
4,513
+356
+9% +$26.9K 0.05% 87
2025
Q4
$291K Buy
4,157
+309
+8% +$21.5K 0.05% 92
2025
Q3
$255K Buy
3,848
+597
+18% +$41.1K 0.04% 86
2025
Q2
$230K Buy
3,251
+51
+2% +$3.63K 0.05% 84
2025
Q1
$229K Buy
+3,200
New +$214K 0.05% 81
2022
Q4
Sell
-3,811
Closed -$213K 58
2022
Q3
$213K Buy
+3,811
New +$237K 0.22% 59
2022
Q1
Sell
-2,209
Closed -$130K 190
2021
Q4
$130K Buy
+2,209
New +$123K 0.11% 75

Other funds holding KO

Rather & Kittrell's KO Position: Q1 2026 in Review

Rather & Kittrell increased its Coca-Cola (KO) stake by 8.6% in Q1 2026, buying an estimated $26.9K and bringing the position to 4,513 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #87.

Rather & Kittrell first reported a position in KO in Q4 2021 and has held it in 7 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Rather & Kittrell held 4,513 shares of Coca-Cola worth $343K as of Q1 2026.
  • Rather & Kittrell bought 356 Coca-Cola shares in Q1 2026, an estimated $26.9K.
  • Coca-Cola made up 0.05% of Rather & Kittrell's portfolio in Q1 2026, its #87 holding.
  • Rather & Kittrell first reported a position in Coca-Cola in Q4 2021 and has held it in 7 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Rather & Kittrell's 13F filing for Q1 2026, filed 12 May 2026.