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Jackson Grant Investment Advisers’s Coca-Cola KO Stock Holding History

Jackson Grant Investment Advisers’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 		$1.95M Buy
23,934
+38
+0.2% +$3K 0.6% 32
2026
Q1 		$1.82M Buy
23,896
+341
+1% +$25.8K 0.61% 30
2025
Q4 		$1.65M Sell
23,555
-459
-2% -$32K 0.54% 33
2025
Q3 		$1.59M Buy
24,014
+2,048
+9% +$141K 0.53% 35
2025
Q2 		$1.55M Buy
21,966
+45
+0.2% +$3.21K 0.57% 32
2025
Q1 		$1.57M Buy
21,921
+44
+0.2% +$2.94K 0.61% 31
2024
Q4 		$1.36M Buy
21,877
+116
+0.5% +$7.57K 0.52% 35
2024
Q3 		$1.56M Buy
21,761
+41
+0.2% +$2.81K 0.58% 30
2024
Q2 		$1.38M Sell
21,720
-205
-0.9% -$12.7K 0.56% 31
2024
Q1 		$1.34M Buy
21,925
+49
+0.2% +$2.94K 0.55% 32
2023
Q4 		$1.29M Buy
21,876
+61
+0.3% +$3.46K 0.57% 31
2023
Q3 		$1.22M Buy
21,815
+63
+0.3% +$3.78K 0.59% 32
2023
Q2 		$1.31M Buy
21,752
+222
+1% +$13.8K 0.61% 33
2023
Q1 		$1.34M Buy
21,530
+527
+3% +$31.9K 0.63% 29
2022
Q4 		$1.34M Buy
21,003
+49
+0.2% +$2.96K 0.65% 30
2022
Q3 		$1.17M Buy
20,954
+56
+0.3% +$3.48K 0.61% 30
2022
Q2 		$1.31M Sell
20,898
-1,471
-7% -$93.2K 0.65% 25
2022
Q1 		$1.39M Sell
22,369
-620
-3% -$37.7K 0.58% 28
2021
Q4 		$1.36M Buy
22,989
+68
+0.3% +$3.79K 0.69% 23
2021
Q3 		$1.2M Buy
22,921
+72
+0.3% +$4.01K 0.54% 30
2021
Q2 		$1.24M Buy
22,849
+71
+0.3% +$3.86K 0.54% 29
2021
Q1 		$1.2M Sell
22,778
-284
-1% -$14.3K 0.55% 30
2020
Q4 		$1.26M Buy
23,062
+73
+0.3% +$3.77K 0.65% 28
2020
Q3 		$1.14M Sell
22,989
-288
-1% -$13.9K 0.68% 26
2020
Q2 		$1.04M Sell
23,277
-706
-3% -$32.5K 0.66% 26
2020
Q1 		$1.06M Sell
23,983
-840
-3% -$45.4K 0.78% 25
2019
Q4 		$1.37M Sell
24,823
-822
-3% -$44.2K 0.74% 24
2019
Q3 		$1.4M Buy
25,645
+98
+0.4% +$5.25K 0.79% 22
2019
Q2 		$1.3M Sell
25,547
-48
-0.2% -$2.35K 0.76% 24
2019
Q1 		$1.2M Sell
25,595
-85
-0.3% -$3.98K 0.72% 25
2018
Q4 		$1.22M Buy
25,680
+449
+2% +$21.5K 0.85% 23
2018
Q3 		$1.17M Buy
25,231
+159
+0.6% +$7.26K 0.73% 26
2018
Q2 		$1.1M Sell
25,072
-285
-1% -$12.3K 0.76% 26
2018
Q1 		$1.1M Sell
25,357
-461
-2% -$20.7K 0.77% 25
2017
Q4 		$1.19M Sell
25,818
-1,037
-4% -$47.7K 0.8% 24
2017
Q3 		$1.21M Buy
26,855
+8,795
+49% +$400K 0.87% 22
2017
Q2 		$810K Sell
18,060
-679
-4% -$30K 0.63% 27
2017
Q1 		$795K Sell
18,739
-2,571
-12% -$107K 0.64% 25
2016
Q4 		$883K Sell
21,310
-184
-0.9% -$7.66K 0.75% 25
2016
Q3 		$910K Sell
21,494
-3,959
-16% -$173K 0.75% 24
2016
Q2 		$1.15M Buy
25,453
+339
+1% +$15.3K 1.02% 20
2016
Q1 		$1.17M Sell
25,114
-1,127
-4% -$49K 1.06% 19
2015
Q4 		$1.13M Buy
+26,241
New +$1.11M 1.07% 20

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Jackson Grant Investment Advisers's KO Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Coca-Cola (KO) stake by 0.16% in Q2 2026, buying an estimated $3K and bringing the position to 23,934 shares worth $1.95M. The position accounts for 0.6% of the portfolio, ranked #32.

Jackson Grant Investment Advisers first reported a position in KO in Q4 2015 and has held it in 43 quarters since. 1,759 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Jackson Grant Investment Advisers held 23,934 shares of Coca-Cola worth $1.95M as of Q2 2026.
  • Jackson Grant Investment Advisers bought 38 Coca-Cola shares in Q2 2026, an estimated $3K.
  • Coca-Cola made up 0.6% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #32 holding.
  • Jackson Grant Investment Advisers first reported a position in Coca-Cola in Q4 2015 and has held it in 43 quarters since.
  • 1,759 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.