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Stack Financial Management, Inc: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stack Financial Management, Inc on KO, newest first. How the timeline and the estimate are built.

Stack Financial Management, Inc held 320,898 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 320,898 shares
    Change vs previous 13F +3,182 shares

    2.04% of the 13F portfolio, value $26,079,397.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 317,716 shares
    Change vs previous 13F +1,489 shares

    1.77% of the 13F portfolio, value $24,162,270.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 316,227 shares
    Change vs previous 13F -6,267 shares

    1.69% of the 13F portfolio, value $22,107,401.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 322,494 shares
    Change vs previous 13F +229 shares

    1.77% of the 13F portfolio, value $21,387,814.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 322,265 shares
    Change vs previous 13F -5,894 shares

    2.01% of the 13F portfolio, value $22,800,219.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 328,159 shares
    Change vs previous 13F -7,564 shares

    1.96% of the 13F portfolio, value $23,502,746.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 335,723 shares
    Change vs previous 13F -665 shares

    1.91% of the 13F portfolio, value $20,902,113.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 336,388 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $24,172,826.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).