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Stack Financial Management, Inc → KO
Stack Financial Management, Inc KO Position History
The Coca-Cola Company • Manufacturing
Quarters held
5
Latest value
$27.3M
Q3 2026
Peak value
$27.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $21.4M |
| Q4 2025 | $22.1M |
| Q1 2026 | $24.2M |
| Q2 2026 | $26.1M |
| Q3 2026 | $27.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.3M | 317.2K | — | — |
| Q2 2026 | $26.1M | 320.9K | — | — |
| Q1 2026 | $24.2M | 317.7K | — | — |
| Q4 2025 | $22.1M | 316.2K | — | — |
| Q3 2025 | $21.4M | 322.5K | — | — |
Other funds holding KO
$24.6B
$24.5B
$23.5B
$21.5B
$20.3B
$20.2B