Ownership history in Stack Financial Management, Inc · 79 quarters on record
This page tracks every 13F SEC filing in which Stack Financial Management, Inc reported a position in COCA COLA CO 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 316,227 | -6,267 | -1.9% | 1.69% | $22.1M | $69.43 |
| 2025 Q3 | ADDED | 322,494 | +229 | +0.1% | 1.77% | $21.4M | $65.41 |
| 2025 Q2 | REDUCED | 322,265 | -5,894 | -1.8% | 2.01% | $22.8M | $69.25 |
| 2025 Q1 | REDUCED | 328,159 | -7,564 | -2.3% | 1.96% | $23.5M | $69.60 |
| 2024 Q4 | REDUCED | 335,723 | -665 | -0.2% | 1.91% | $20.9M | $60.06 |
| 2024 Q3 | ADDED | 336,388 | +3,012 | +0.9% | 2.17% | $24.2M | $68.80 |
| 2024 Q2 | REDUCED | 333,376 | -539 | -0.2% | 1.96% | $21.2M | $60.53 |
| 2024 Q1 | REDUCED | 333,915 | -2,626 | -0.8% | 1.87% | $20.4M | $57.73 |
| 2023 Q4 | REDUCED | 336,541 | -9,913 | -2.9% | 2.24% | $19.8M | $55.17 |
| 2023 Q3 | ADDED | 346,454 | +4,256 | +1.2% | 2.26% | $19.4M | $51.99 |
As of 2025 Q4 — sorted by position size