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Glass Jacobson Investment Advisors’s Coca-Cola KO Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.8K Sell
932
-9
-1% -$711 0.02% 284
2026
Q1 		$71.6K Buy
941
+7
+0.7% +$529 0.02% 278
2025
Q4 		$65.3K Sell
934
-350
-27% -$24.4K 0.02% 287
2025
Q3 		$85.1K Sell
1,284
-438
-25% -$30.1K 0.03% 249
2025
Q2 		$122K Sell
1,722
-3,451
-67% -$246K 0.05% 214
2025
Q1 		$322K Hold
5,173
– – 0.11% 187
2024
Q4 		$322K Sell
5,173
-90
-2% -$5.88K 0.11% 187
2024
Q3 		$378K Buy
5,263
+1
+0% +$68 0.13% 169
2024
Q2 		$335K Buy
5,262
+1
+0% +$62 0.12% 176
2024
Q1 		$322K Buy
5,261
+328
+7% +$19.7K 0.12% 173
2023
Q4 		$291K Sell
4,933
-197
-4% -$11.2K 0.12% 173
2023
Q3 		$287K Buy
5,130
+171
+3% +$10.3K 0.13% 166
2023
Q2 		$299K Buy
+4,959
New +$309K 0.14% 162
2022
Q4 		$322K Buy
+5,068
New +$306K 0.16% 160

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Glass Jacobson Investment Advisors's KO Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its Coca-Cola (KO) stake by 0.96% in Q2 2026, selling an estimated $711 and leaving 932 shares worth $75.8K. The position accounts for 0.02% of the portfolio, ranked #284.

Glass Jacobson Investment Advisors first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $378K in Q3 2024. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Glass Jacobson Investment Advisors held 932 shares of Coca-Cola worth $75.8K as of Q2 2026.
  • Glass Jacobson Investment Advisors sold 9 Coca-Cola shares in Q2 2026, an estimated $711.
  • Coca-Cola made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #284 holding.
  • Glass Jacobson Investment Advisors first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Coca-Cola position peaked at $378K in Q3 2024.
  • 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.