Janney Capital Management’s Coca-Cola KO Stock Holding History

Janney Capital 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
2025 Q4	$2.83M	Sell	40,477 -6,737	-14%	-$470K	0.18%	115
2025 Q3	$3.13M	Buy	47,214 +861	+2%	+$59.3K	0.19%	104
2025 Q2	$3.28M	Buy	46,353 +539	+1%	+$38.4K	0.21%	104
2025 Q1	$3.28M	Sell	45,814 -1,564	-3%	-$104K	0.23%	104
2024 Q4	$2.95M	Sell	47,378 -911	-2%	-$59.5K	0.2%	112
2024 Q3	$3.47M	Buy	48,289 +719	+2%	+$49.2K	0.23%	102
2024 Q2	$3.03M	Sell	47,570 -2,218	-4%	-$137K	0.21%	102
2024 Q1	$3.05M	Sell	49,788 -2,024	-4%	-$122K	0.2%	104
2023 Q4	$3.05M	Sell	51,812 -3,995	-7%	-$227K	0.2%	103
2023 Q3	$3.12M	Buy	55,807 +2,507	+5%	+$150K	0.24%	98
2023 Q2	$3.21M	Buy	53,300 +2,613	+5%	+$163K	0.22%	103
2023 Q1	$3.14M	Buy	50,687 +6,020	+13%	+$364K	0.24%	100
2022 Q4	$2.84M	Buy	44,667 +4,326	+11%	+$261K	0.2%	104
2022 Q3	$2.26M	Buy	40,341 +2,313	+6%	+$144K	0.18%	99
2022 Q2	$2.39M	Buy	38,028 +1,264	+3%	+$80.1K	0.19%	89
2022 Q1	$2.28M	Buy	36,764 +2,256	+7%	+$137K	0.16%	92
2021 Q4	$2.04M	Buy	34,508 +374	+1%	+$20.8K	0.13%	98
2021 Q3	$1.79M	Buy	34,134 +63	+0.2%	+$3.51K	0.12%	102
2021 Q2	$1.84M	Buy	34,071 +336	+1%	+$18.3K	0.12%	103
2021 Q1	$1.78M	Sell	33,735 -124	-0.4%	-$6.24K	0.12%	103
2020 Q4	$1.86M	Buy	33,859 +12,905	+62%	+$667K	0.13%	101
2020 Q3	$1.03M	Hold	20,954	–	–	0.07%	122
2020 Q2	$936K	Sell	20,954 -1,443	-6%	-$66.5K	0.06%	113
2020 Q1	$991K	Buy	22,397 +75	+0.3%	+$4.05K	0.08%	100
2019 Q4	$1.24M	Sell	22,322 -81	-0.4%	-$4.36K	0.07%	106
2019 Q3	$1.22M	Buy	22,403 +13	+0.1%	+$696	0.07%	101
2019 Q2	$1.14M	Sell	22,390 -55	-0.2%	-$2.7K	0.06%	100
2019 Q1	$1.05M	Sell	22,445 -514	-2%	-$24K	0.05%	106
2018 Q4	$1.09M	Buy	22,959 +147	+0.6%	+$7.04K	0.06%	109
2018 Q3	$1.05M	Buy	22,812 +114	+0.5%	+$5.21K	0.05%	114
2018 Q2	$996K	Sell	22,698 -84	-0.4%	-$3.63K	0.04%	115
2018 Q1	$989K	Sell	22,782 -452	-2%	-$20.3K	0.04%	107
2017 Q4	$1.06M	Sell	23,234 -1,277	-5%	-$58.7K	0.05%	105
2017 Q3	$1.1M	Buy	24,511 +401	+2%	+$18.2K	0.05%	105
2017 Q2	$1.08M	Hold	24,110	–	–	0.05%	99
2017 Q1	$1.02M	Hold	24,110	–	–	0.05%	100
2016 Q4	$999K	Sell	24,110 -11,875	-33%	-$494K	0.05%	103
2016 Q3	$1.52M	Buy	35,985 +36	+0.1%	+$1.58K	0.07%	101
2016 Q2	$1.63M	Buy	35,949 +160	+0.4%	+$7.23K	0.09%	101
2016 Q1	$1.66M	Hold	35,789	–	–	0.09%	96
2015 Q4	$1.54M	Hold	35,789	–	–	0.07%	115
2015 Q3	$1.44M	Sell	35,789 -3,266	-8%	-$131K	0.07%	115
2015 Q2	$1.53M	Sell	39,055 -309	-0.8%	-$12.6K	0.22%	37
2015 Q1	$1.6M	Buy	39,364 +181	+0.5%	+$7.57K	0.05%	144
2014 Q4	$1.65M	Sell	39,183 -314	-0.8%	-$13.4K	0.1%	116
2014 Q3	$1.69M	Buy	39,497 +11	+0%	+$455	0.1%	117
2014 Q2	$1.67M	Buy	39,486 +2,422	+7%	+$98.3K	0.1%	117
2014 Q1	$1.43M	Sell	37,064 -316	-0.8%	-$12.2K	0.1%	117
2013 Q4	$1.54M	Buy	37,380 +533	+1%	+$21K	0.11%	114
2013 Q3	$1.4M	Buy	36,847 +327	+0.9%	+$12.9K	0.11%	144
2013 Q2	$1.47M	Buy	+36,520	New	+$1.51M	0.14%	110

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Janney Capital Management's KO Position: Q4 2025 in Review

Janney Capital Management reduced its Coca-Cola (KO) stake by 14% in Q4 2025, selling an estimated $470K and leaving 40,477 shares worth $2.83M. The position accounts for 0.18% of the portfolio, ranked #115.

Janney Capital Management first reported a position in KO in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.47M in Q3 2024. 3,466 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Janney Capital Management held 40,477 shares of Coca-Cola worth $2.83M as of Q4 2025.
Janney Capital Management sold 6,737 Coca-Cola shares in Q4 2025, an estimated $470K.
Coca-Cola made up 0.18% of Janney Capital Management's portfolio in Q4 2025, its #115 holding.
Janney Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 51 quarters since.
Janney Capital Management's Coca-Cola position peaked at $3.47M in Q3 2024.
3,466 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.