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Jackson Square Capital’s Coca-Cola KO Stock Holding History

Jackson Square Capital’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 		$875K Buy
10,772
+204
+2% +$16.1K 0.12% 78
2026
Q1 		$804K Hold
10,568
– – 0.17% 75
2025
Q4 		$739K Sell
10,568
-255
-2% -$17.8K 0.15% 83
2025
Q3 		$718K Sell
10,823
-3,447
-24% -$237K 0.16% 88
2025
Q2 		$1.01M Buy
14,270
+7
+0% +$499 0.22% 78
2025
Q1 		$1.02M Sell
14,263
-1,561
-10% -$104K 0.33% 60
2024
Q4 		$985K Sell
15,824
-118
-0.7% -$7.7K 0.24% 77
2024
Q3 		$1.15M Sell
15,942
-741
-4% -$50.7K 0.28% 65
2024
Q2 		$1.06M Buy
16,683
+13,008
+354% +$805K 0.26% 66
2024
Q1 		$225K Sell
3,675
-40
-1% -$2.4K 0.06% 126
2023
Q4 		$219K Hold
3,715
– – 0.07% 112
2023
Q3 		$208K Sell
3,715
-75
-2% -$4.5K 0.08% 106
2023
Q2 		$228K Hold
3,790
– – 0.09% 108
2023
Q1 		$235K Sell
3,790
-8,531
-69% -$517K 0.11% 100
2022
Q4 		$784K Sell
12,321
-391
-3% -$23.6K 0.37% 64
2022
Q3 		$712K Buy
12,712
+209
+2% +$13K 0.35% 61
2022
Q2 		$787K Hold
12,503
– – 0.33% 67
2022
Q1 		$775K Sell
12,503
-9
-0.1% -$547 0.24% 83
2021
Q4 		$741K Buy
12,512
+2,557
+26% +$142K 0.21% 93
2021
Q3 		$522K Sell
9,955
-7
-0.1% -$390 0.17% 111
2021
Q2 		$539K Hold
9,962
– – 0.17% 105
2021
Q1 		$525K Sell
9,962
-1,911
-16% -$96.2K 0.2% 98
2020
Q4 		$651K Buy
11,873
+379
+3% +$19.6K 0.25% 72
2020
Q3 		$567K Buy
11,494
+902
+9% +$43.4K 0.25% 67
2020
Q2 		$473K Buy
10,592
+7,745
+272% +$357K 0.24% 72
2020
Q1 		$126K Sell
2,847
-150
-5% -$8.1K 0.1% 88
2019
Q4 		$166K Buy
+2,997
New +$161K 0.1% 102

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 Square Capital's KO Position: Q2 2026 in Review

Jackson Square Capital increased its Coca-Cola (KO) stake by 1.9% in Q2 2026, buying an estimated $16.1K and bringing the position to 10,772 shares worth $875K. The position accounts for 0.12% of the portfolio, ranked #78.

Jackson Square Capital first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.15M in Q3 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Jackson Square Capital held 10,772 shares of Coca-Cola worth $875K as of Q2 2026.
  • Jackson Square Capital bought 204 Coca-Cola shares in Q2 2026, an estimated $16.1K.
  • Coca-Cola made up 0.12% of Jackson Square Capital's portfolio in Q2 2026, its #78 holding.
  • Jackson Square Capital first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • Jackson Square Capital's Coca-Cola position peaked at $1.15M in Q3 2024.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.