Jamison Private Wealth Management’s Coca-Cola KO Stock Holding History

Jamison Private 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	$11.3M	Buy	139,336 +1,454	+1%	+$115K	1.14%	28
2026 Q1	$10.5M	Buy	137,882 +1,258	+0.9%	+$95.1K	1.28%	28
2025 Q4	$9.55M	Buy	136,624 +1,938	+1%	+$135K	1.16%	30
2025 Q3	$8.93M	Buy	134,686 +3,016	+2%	+$208K	1.13%	30
2025 Q2	$9.32M	Sell	131,670 -1,817	-1%	-$129K	1.34%	24
2025 Q1	$9.56M	Buy	133,487 +1,797	+1%	+$120K	1.46%	22
2024 Q4	$8.2M	Sell	131,690 -11,419	-8%	-$745K	1.21%	30
2024 Q3	$10.3M	Sell	143,109 -237	-0.2%	-$16.2K	1.57%	18
2024 Q2	$9.12M	Buy	143,346 +5,378	+4%	+$333K	1.52%	19
2024 Q1	$8.44M	Sell	137,968 -268	-0.2%	-$16.1K	1.43%	21
2023 Q4	$8.15M	Buy	138,236 +647	+0.5%	+$36.8K	1.53%	19
2023 Q3	$7.7M	Buy	+137,589	New	+$8.25M	1.59%	15

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Jamison Private Wealth Management's KO Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Coca-Cola (KO) stake by 1.1% in Q2 2026, buying an estimated $115K and bringing the position to 139,336 shares worth $11.3M. The position accounts for 1.14% of the portfolio, ranked #28.

Jamison Private Wealth Management first reported a position in KO in Q3 2023 and has held it in 12 quarters since. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Jamison Private Wealth Management held 139,336 shares of Coca-Cola worth $11.3M as of Q2 2026.
Jamison Private Wealth Management bought 1,454 Coca-Cola shares in Q2 2026, an estimated $115K.
Coca-Cola made up 1.14% of Jamison Private Wealth Management's portfolio in Q2 2026, its #28 holding.
Jamison Private Wealth Management first reported a position in Coca-Cola in Q3 2023 and has held it in 12 quarters since.
1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.