Sather Financial Group’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 | $859K | Hold |
11,295
| – | – | 0.05% | 44 |
|
|
2025
Q4 | $790K | Buy |
11,295
+298
| +3% | +$20.8K | 0.04% | 50 |
|
|
2025
Q3 | $729K | Sell |
10,997
-673
| -6% | -$46.3K | 0.04% | 51 |
|
|
2025
Q2 | $826K | Sell |
11,670
-49
| -0.4% | -$3.49K | 0.05% | 51 |
|
|
2025
Q1 | $839K | Buy |
11,719
+1,319
| +13% | +$88.1K | 0.05% | 44 |
|
|
2024
Q4 | $648K | Sell |
10,400
-1,270
| -11% | -$82.9K | 0.04% | 48 |
|
|
2024
Q3 | $839K | Sell |
11,670
-9,662
| -45% | -$662K | 0.05% | 43 |
|
|
2024
Q2 | $1.36M | Sell |
21,332
-258,800
| -92% | -$16M | 0.09% | 36 |
|
|
2024
Q1 | $17.1M | Sell |
280,132
-129,400
| -32% | -$7.77M | 1.23% | 24 |
|
|
2023
Q4 | $24.1M | Hold |
409,532
| – | – | 1.79% | 21 |
|
|
2023
Q3 | $22.9M | Sell |
409,532
-883
| -0.2% | -$53K | 1.91% | 21 |
|
|
2023
Q2 | $24.7M | Sell |
410,415
-1,766
| -0.4% | -$110K | 1.98% | 20 |
|
|
2023
Q1 | $25.6M | Sell |
412,181
-1
| -0% | -$61 | 2.22% | 20 |
|
|
2022
Q4 | $26.2M | Buy |
412,182
+388,435
| +1,636% | +$23.5M | 2.16% | 21 |
|
|
2022
Q3 | $1.33M | Buy |
23,747
+147
| +0.6% | +$9.14K | 0.15% | 32 |
|
|
2022
Q2 | $1.49M | Hold |
23,600
| – | – | 0.15% | 31 |
|
|
2022
Q1 | $1.46M | Buy |
+23,600
| New | +$1.44M | 0.13% | 32 |
|
|
2021
Q3 | – | Sell |
-3,860
| Closed | -$209K | – | 87 |
|
|
2021
Q2 | $209K | Hold |
3,860
| – | – | 0.02% | 51 |
|
|
2021
Q1 | $203K | Sell |
3,860
-400
| -9% | -$20.1K | 0.02% | 47 |
|
|
2020
Q4 | $233K | Hold |
4,260
| – | – | 0.03% | 41 |
|
|
2020
Q3 | $210K | Buy |
+4,260
| New | +$205K | 0.03% | 41 |
|
|
2020
Q2 | – | Sell |
-5,200
| Closed | -$230K | – | 48 |
|
|
2020
Q1 | $230K | Sell |
5,200
-127
| -2% | -$6.86K | 0.05% | 54 |
|
|
2019
Q4 | $294K | Buy |
5,327
+127
| +2% | +$6.83K | 0.05% | 65 |
|
|
2019
Q3 | $283K | Hold |
5,200
| – | – | 0.05% | 46 |
|
|
2019
Q2 | $264K | Hold |
5,200
| – | – | 0.05% | 48 |
|
|
2019
Q1 | $243K | Hold |
5,200
| – | – | 0.05% | 50 |
|
|
2018
Q4 | $246K | Hold |
5,200
| – | – | 0.05% | 53 |
|
|
2018
Q3 | $240K | Sell |
5,200
-962
| -16% | -$44K | 0.05% | 55 |
|
|
2018
Q2 | $270K | Sell |
6,162
-5
| -0.1% | -$216 | 0.06% | 66 |
|
|
2018
Q1 | $268K | Buy |
6,167
+162
| +3% | +$7.28K | 0.06% | 67 |
|
|
2017
Q4 | $276K | Hold |
6,005
| – | – | 0.07% | 60 |
|
|
2017
Q3 | $270K | Sell |
6,005
-1,200
| -17% | -$54.6K | 0.07% | 62 |
|
|
2017
Q2 | $323K | Buy |
+7,205
| New | +$318K | 0.09% | 60 |
|
|
2015
Q1 | – | Sell |
-15,198
| Closed | -$642K | – | 49 |
|
|
2014
Q4 | $642K | Sell |
15,198
-50,796
| -77% | -$2.17M | 0.29% | 43 |
|
|
2014
Q3 | $2.81M | Hold |
65,994
| – | – | 1.28% | 35 |
|
|
2014
Q2 | $2.8M | Buy |
65,994
+500
| +0.8% | +$20.3K | 1.46% | 31 |
|
|
2014
Q1 | $2.53M | Buy |
+65,494
| New | +$2.53M | 1.6% | 24 |
|
Other funds holding KO
VCM
VPM
Sather Financial Group's KO Position: Q1 2026 in Review
Sather Financial Group held its Coca-Cola (KO) position steady in Q1 2026 at 11,295 shares worth $859K. The position accounts for 0.05% of the portfolio, ranked #44.
Sather Financial Group first reported a position in KO in Q1 2014 and has held it in 37 quarters since. The position peaked at $26.2M in Q4 2022. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Sather Financial Group held 11,295 shares of Coca-Cola worth $859K as of Q1 2026.
- Sather Financial Group left its Coca-Cola share count unchanged in Q1 2026.
- Coca-Cola made up 0.05% of Sather Financial Group's portfolio in Q1 2026, its #44 holding.
- Sather Financial Group first reported a position in Coca-Cola in Q1 2014 and has held it in 37 quarters since.
- Sather Financial Group's Coca-Cola position peaked at $26.2M in Q4 2022.
- 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.