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Jaffetilchin Investment Partners’s Coca-Cola KO Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		$3.44M Sell
45,252
-635
-1% -$48K 0.2% 86
2025
Q4 		$3.21M Buy
45,887
+3,572
+8% +$249K 0.19% 87
2025
Q3 		$2.81M Buy
42,315
+260
+0.6% +$17.9K 0.17% 95
2025
Q2 		$2.98M Sell
42,055
-545
-1% -$38.8K 0.19% 87
2025
Q1 		$3.05M Buy
42,600
+571
+1% +$38.1K 0.22% 79
2024
Q4 		$2.62M Buy
42,029
+292
+0.7% +$19.1K 0.19% 85
2024
Q3 		$3M Buy
41,737
+440
+1% +$30.1K 0.23% 71
2024
Q2 		$2.63M Buy
41,297
+508
+1% +$31.4K 0.22% 71
2024
Q1 		$2.5M Sell
40,789
-9,851
-19% -$592K 0.22% 75
2023
Q4 		$2.98M Buy
50,640
+2,118
+4% +$120K 0.29% 63
2023
Q3 		$2.72M Buy
48,522
+657
+1% +$39.4K 0.3% 57
2023
Q2 		$2.88M Buy
47,865
+1,986
+4% +$124K 0.3% 60
2023
Q1 		$2.85M Sell
45,879
-813
-2% -$49.2K 0.32% 61
2022
Q4 		$2.97M Buy
46,692
+5,415
+13% +$327K 0.36% 64
2022
Q3 		$2.31M Buy
41,277
+1,869
+5% +$116K 0.3% 54
2022
Q2 		$2.48M Buy
39,408
+3,897
+11% +$247K 0.29% 61
2022
Q1 		$2.29M Buy
35,511
+961
+3% +$58.4K 0.27% 59
2021
Q4 		$2.05M Buy
34,550
+1,961
+6% +$109K 0.19% 81
2021
Q3 		$1.71M Buy
32,589
+2,655
+9% +$148K 0.18% 88
2021
Q2 		$1.62M Sell
29,934
-4,032
-12% -$219K 0.11% 131
2021
Q1 		$1.79M Buy
33,966
+3,277
+11% +$165K 0.21% 86
2020
Q4 		$1.68M Buy
30,689
+231
+0.8% +$11.9K 0.24% 73
2020
Q3 		$1.5M Buy
30,458
+10,871
+56% +$523K 0.28% 57
2020
Q2 		$875K Buy
19,587
+3,984
+26% +$184K 0.19% 72
2020
Q1 		$690K Sell
15,603
-586
-4% -$31.6K 0.24% 62
2019
Q4 		$896K Buy
16,189
+43
+0.3% +$2.31K 0.19% 81
2019
Q3 		$879K Buy
16,146
+962
+6% +$51.5K 0.21% 71
2019
Q2 		$773K Buy
+15,184
New +$744K 0.18% 86

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jaffetilchin Investment Partners's KO Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Coca-Cola (KO) stake by 1.4% in Q1 2026, selling an estimated $48K and leaving 45,252 shares worth $3.44M. The position accounts for 0.2% of the portfolio, ranked #86.

Jaffetilchin Investment Partners first reported a position in KO in Q2 2019 and has held it in 28 quarters since. 3,558 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Jaffetilchin Investment Partners held 45,252 shares of Coca-Cola worth $3.44M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 635 Coca-Cola shares in Q1 2026, an estimated $48K.
  • Coca-Cola made up 0.2% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #86 holding.
  • Jaffetilchin Investment Partners first reported a position in Coca-Cola in Q2 2019 and has held it in 28 quarters since.
  • 3,558 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.