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Jackson Thornton Wealth Management’s Coca-Cola KO Stock Holding History

Jackson Thornton Wealth Management’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 		$1.44M Buy
17,741
+987
+6% +$78K 0.11% 52
2026
Q1 		$1.3M Buy
16,754
+12,288
+275% +$929K 0.12% 52
2025
Q4 		$303K Buy
+4,466
New +$311K 0.03% 194
2025
Q2 		– Sell
-8,539
Closed -$623K – 161
2025
Q1 		$623K Buy
+8,539
New +$570K 0.08% 45

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 $3.38T AUM 44.17% 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

Jackson Thornton Wealth Management's KO Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Coca-Cola (KO) stake by 5.9% in Q2 2026, buying an estimated $78K and bringing the position to 17,741 shares worth $1.44M. The position accounts for 0.11% of the portfolio, ranked #52.

Jackson Thornton Wealth Management first reported a position in KO in Q1 2025 and has held it in 4 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Jackson Thornton Wealth Management held 17,741 shares of Coca-Cola worth $1.44M as of Q2 2026.
  • Jackson Thornton Wealth Management bought 987 Coca-Cola shares in Q2 2026, an estimated $78K.
  • Coca-Cola made up 0.11% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Jackson Thornton Wealth Management first reported a position in Coca-Cola in Q1 2025 and has held it in 4 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.