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

Jackson 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
2024 Q4	–	Sell	-54,632	Closed	-$3.93M	–	166
2024 Q3	$3.93M	Buy	54,632 +23,365	+75%	+$1.6M	0.47%	55
2024 Q2	$1.99M	Sell	31,267 -22,504	-42%	-$1.39M	0.43%	57
2024 Q1	$3.29M	Buy	53,771 +6,768	+14%	+$407K	0.41%	57
2023 Q4	$2.77M	Buy	47,003 +183	+0.4%	+$10.4K	0.36%	60
2023 Q3	$2.62M	Buy	46,820 +1,656	+4%	+$99.3K	0.37%	60
2023 Q2	$2.72M	Buy	45,164 +1,147	+3%	+$71.4K	0.4%	56
2023 Q1	$2.73M	Sell	44,017 -71	-0.2%	-$4.3K	2.05%	8
2022 Q4	$2.8M	Sell	44,088 -1,326	-3%	-$80.1K	1.03%	32
2022 Q3	$2.54M	Buy	45,414 +26,049	+135%	+$1.62M	0.5%	49
2022 Q2	$1.22M	Sell	19,365 -29,846	-61%	-$1.89M	0.56%	43
2022 Q1	$3.05M	Buy	49,211 +637	+1%	+$38.7K	0.42%	60
2021 Q4	$2.88M	Buy	48,574 +191	+0.4%	+$10.6K	0.36%	74
2021 Q3	$13K	Buy	48,383 +932	+2%	+$52K	0.16%	66
2021 Q2	$2.57M	Buy	47,451 +1,048	+2%	+$57K	0.32%	74
2021 Q1	$2.45M	Buy	46,403 +675	+1%	+$34K	0.37%	72
2020 Q4	$2.51M	Buy	45,728 +287	+0.6%	+$14.8K	0.34%	69
2020 Q3	$2.24M	Buy	45,441 +3,444	+8%	+$166K	0.34%	66
2020 Q2	$1.88M	Buy	41,997 +2,448	+6%	+$113K	0.33%	70
2020 Q1	$1.8M	Sell	39,549 -12,892	-25%	-$696K	0.38%	57
2019 Q4	$3.02M	Buy	52,441 +1,220	+2%	+$65.6K	0.5%	61
2019 Q3	$2.75M	Buy	+51,221	New	+$2.74M	0.58%	54
2019 Q2	–	Sell	-41,545	Closed	-$1.95M	–	93
2019 Q1	$1.95M	Buy	41,545 +787	+2%	+$36.8K	0.48%	60
2018 Q4	$1.9M	Sell	40,758 -193	-0.5%	-$9.24K	0.57%	47
2018 Q3	$1.89M	Buy	40,951 +1,549	+4%	+$70.8K	0.4%	63
2018 Q2	$1.82M	Sell	39,402 -768	-2%	-$33.2K	0.42%	67
2018 Q1	$1.78M	Sell	40,170 -39,392	-50%	-$1.77M	0.5%	57
2017 Q4	$3.68M	Buy	79,562 +946	+1%	+$43.5K	0.93%	30
2017 Q3	$3.61M	Buy	78,616 +5,229	+7%	+$238K	0.98%	24
2017 Q2	$3.35M	Buy	73,387 +7,781	+12%	+$344K	1.06%	22
2017 Q1	$2.79M	Buy	65,606 +2,813	+4%	+$117K	1.01%	20
2016 Q4	$2.59M	Sell	62,793 -736	-1%	-$30.6K	1.01%	23
2016 Q3	$2.67M	Buy	63,529 +1,016	+2%	+$44.5K	1.01%	25
2016 Q2	$2.83M	Buy	62,513 +1,472	+2%	+$66.5K	1.05%	23
2016 Q1	$2.84M	Sell	61,041 -1,907	-3%	-$83K	1.09%	20
2015 Q4	$2.65M	Sell	62,948 -1,417	-2%	-$60.1K	1.05%	24
2015 Q3	$2.58M	Sell	64,365 -6,695	-9%	-$268K	0.93%	30
2015 Q2	$2.8M	Sell	71,060 -13,901	-16%	-$565K	0.95%	29
2015 Q1	$3.44M	Sell	84,961 -8,508	-9%	-$356K	1.11%	25
2014 Q4	$3.95M	Buy	+93,469	New	+$3.99M	1.29%	19

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Jackson Wealth Management's KO Position: Q4 2024 in Review

Jackson Wealth Management sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 54,632 shares — an estimated $3.93M sold.

Jackson Wealth Management first reported a position in KO in Q4 2014 and held it in 39 quarters. The position peaked at $3.95M in Q4 2014. 3,278 funds tracked by Wall St. Rank hold KO as of Q4 2024.

Jackson Wealth Management reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
Jackson Wealth Management sold 54,632 Coca-Cola shares in Q4 2024, an estimated $3.93M.
Jackson Wealth Management first reported a position in Coca-Cola in Q4 2014 and held it in 39 quarters.
Jackson Wealth Management's Coca-Cola position peaked at $3.95M in Q4 2014.
3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Jackson Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.