JBR Co Financial Management’s Coca-Cola KO Stock Holding History

JBR Co Financial 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	$263K	Buy	+3,241	New	+$256K	0.1%	119

Other funds holding KO

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JBR Co Financial Management's KO Position: Q2 2026 in Review

JBR Co Financial Management opened a new position in Coca-Cola (KO) in Q2 2026: 3,241 shares worth $263K. The stake represents 0.1% of the portfolio and ranks #119 among its holdings.

1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

JBR Co Financial Management held 3,241 shares of Coca-Cola worth $263K as of Q2 2026.
Coca-Cola was a new JBR Co Financial Management position in Q2 2026.
Coca-Cola made up 0.1% of JBR Co Financial Management's portfolio in Q2 2026, its #119 holding.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.