JJBC
KO icon

James J. Burns & Company’s Coca-Cola KO Stock Holding History

James J. Burns & Company’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 		$496K Sell
6,522
-650
-9% -$49.1K 0.07% 93
2025
Q4 		$501K Sell
7,172
-699
-9% -$48.7K 0.07% 96
2025
Q3 		$522K Sell
7,871
-200
-2% -$13.8K 0.08% 89
2025
Q2 		$571K Buy
8,071
+64
+0.8% +$4.56K 0.09% 82
2025
Q1 		$573K Sell
8,007
-205
-2% -$13.7K 0.1% 78
2024
Q4 		$511K Buy
8,212
+1,758
+27% +$115K 0.09% 86
2024
Q3 		$464K Sell
6,454
-90
-1% -$6.16K 0.08% 87
2024
Q2 		$417K Buy
6,544
+2,006
+44% +$124K 0.08% 84
2024
Q1 		$273K Sell
4,538
-1,300
-22% -$78.1K 0.1% 73
2023
Q4 		$343K Buy
+5,838
New +$332K 0.08% 88

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

James J. Burns & Company's KO Position: Q1 2026 in Review

James J. Burns & Company reduced its Coca-Cola (KO) stake by 9.1% in Q1 2026, selling an estimated $49.1K and leaving 6,522 shares worth $496K. The position accounts for 0.07% of the portfolio, ranked #93.

James J. Burns & Company first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $573K in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • James J. Burns & Company held 6,522 shares of Coca-Cola worth $496K as of Q1 2026.
  • James J. Burns & Company sold 650 Coca-Cola shares in Q1 2026, an estimated $49.1K.
  • Coca-Cola made up 0.07% of James J. Burns & Company's portfolio in Q1 2026, its #93 holding.
  • James J. Burns & Company first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • James J. Burns & Company's Coca-Cola position peaked at $573K in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.