KO — D Coca-Cola COM

Ownership history in MCDANIEL TERRY & CO  ·  106 quarters on record

This page tracks every 13F SEC filing in which MCDANIEL TERRY & CO reported a position in D Coca-Cola COM (KO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.71% (2012 Q2)
Avg. % of fund
3.27%
First filed
1999 Q1
Last filed
2025 Q4
Quarters held
106
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 411,156 -34,337 -7.7% 2.50% $28.7M $69.43
2025 Q3 ADDED 445,493 +201 +0.0% 2.38% $29.5M $65.41
2025 Q2 REDUCED 445,292 -2,493 -0.6% 2.58% $31.5M $69.25
2025 Q1 REDUCED 447,785 -9,010 -2.0% 2.81% $32.1M $69.60
102 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    KO price (monthly, adj. close)

Other funds also holding KO

As of 2025 Q4 — sorted by position size

ALLEN HOLDING INC /NY 3Y 7Y 39.98% BIGLARI, SARDAR 3Y 7Y 15.49% BERKSHIRE HATHAWAY INC 3Y 7Y 10.2% PFW Advisors LLC 9.58% CULLINAN ASSOCIATES INC 3Y 7Y 6.47% Meadow Creek Wealth Advisors LLC 3Y 6.41% Pinnacle Financial Partners, Inc. 5.86% Alphinity Investment Management Pty Ltd 3Y 7Y 5.72% Savoir Faire Capital Management, L.P. 5.57% Ilex Capital Partners (UK) LLP 5.52%
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