JC
KO icon

JB Capital’s Coca-Cola KO Stock Holding History

JB Capital’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 		$1.03M Buy
13,559
+49
+0.4% +$3.7K 0.04% 139
2025
Q4 		$945K Buy
13,510
+151
+1% +$10.5K 0.04% 144
2025
Q3 		$886K Buy
13,359
+424
+3% +$29.2K 0.04% 143
2025
Q2 		$915K Buy
12,935
+466
+4% +$33.2K 0.04% 132
2025
Q1 		$893K Buy
12,469
+141
+1% +$9.42K 0.05% 125
2024
Q4 		$768K Sell
12,328
-152
-1% -$9.92K 0.04% 120
2024
Q3 		$897K Sell
12,480
-782
-6% -$53.5K 0.05% 122
2024
Q2 		$844K Buy
13,262
+292
+2% +$18.1K 0.05% 118
2024
Q1 		$794K Buy
12,970
+639
+5% +$38.4K 0.05% 116
2023
Q4 		$727K Buy
12,331
+362
+3% +$20.6K 0.05% 117
2023
Q3 		$670K Buy
11,969
+3
+0% +$180 0.06% 108
2023
Q2 		$721K Buy
11,966
+28
+0.2% +$1.74K 0.06% 95
2023
Q1 		$741K Sell
11,938
-107
-0.9% -$6.48K 0.07% 87
2022
Q4 		$766K Buy
12,045
+291
+2% +$17.6K 0.08% 86
2022
Q3 		$658K Sell
11,754
-142
-1% -$8.82K 0.07% 89
2022
Q2 		$748K Buy
11,896
+470
+4% +$29.8K 0.08% 129
2022
Q1 		$709K Buy
11,426
+1
+0% +$61 0.07% 137
2021
Q4 		$677K Sell
11,425
-137
-1% -$7.63K 0.07% 143
2021
Q3 		$607K Buy
+11,562
New +$644K 0.08% 153

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

JB Capital's KO Position: Q1 2026 in Review

JB Capital increased its Coca-Cola (KO) stake by 0.36% in Q1 2026, buying an estimated $3.7K and bringing the position to 13,559 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #139.

JB Capital first reported a position in KO in Q3 2021 and has held it in 19 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • JB Capital held 13,559 shares of Coca-Cola worth $1.03M as of Q1 2026.
  • JB Capital bought 49 Coca-Cola shares in Q1 2026, an estimated $3.7K.
  • Coca-Cola made up 0.04% of JB Capital's portfolio in Q1 2026, its #139 holding.
  • JB Capital first reported a position in Coca-Cola in Q3 2021 and has held it in 19 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.