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JDM Financial Group’s Coca-Cola KO Stock Holding History

JDM Financial Group’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 		– Sell
-145
Closed -$9.62K – 274
2025
Q3 		$9.62K Hold
145
– – ﹤0.01% 196
2025
Q2 		$10.3K Hold
145
– – ﹤0.01% 183
2025
Q1 		$10.4K Sell
145
-73
-33% -$4.88K 0.01% 173
2024
Q4 		$13.6K Sell
218
-50
-19% -$3.26K 0.01% 150
2024
Q3 		$19.3K Buy
268
+50
+23% +$3.42K 0.01% 128
2024
Q2 		$13.9K Hold
218
– – 0.01% 129
2024
Q1 		$13.3K Hold
218
– – 0.01% 124
2023
Q4 		$12.8K Hold
218
– – 0.01% 120
2023
Q3 		$12.2K Hold
218
– – 0.01% 115
2023
Q2 		$13.1K Hold
218
– – 0.01% 115
2023
Q1 		$13.5K Sell
218
-436
-67% -$26.4K 0.01% 120
2022
Q4 		$41.6K Buy
+654
New +$39.5K 0.04% 74

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

JDM Financial Group's KO Position: Q4 2025 in Review

JDM Financial Group sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 145 shares — an estimated $9.62K sold.

JDM Financial Group first reported a position in KO in Q4 2022 and held it in 12 quarters. The position peaked at $41.6K in Q4 2022. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

  • JDM Financial Group reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
  • JDM Financial Group sold 145 Coca-Cola shares in Q4 2025, an estimated $9.62K.
  • JDM Financial Group first reported a position in Coca-Cola in Q4 2022 and held it in 12 quarters.
  • JDM Financial Group's Coca-Cola position peaked at $41.6K in Q4 2022.
  • 3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.