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

Jefferies 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
2026
Q1 		$1.52M Hold
20,000
– – 0.01% 749
2025
Q4 		$1.4M Buy
+20,000
New +$1.39M 0.01% 937
2025
Q2 		– Sell
-174,500
Closed -$12.5M – 1585
2025
Q1 		$12.5M Buy
+174,500
New +$11.7M 0.11% 122

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

Jefferies Financial Group's KO Position: Q1 2026 in Review

Jefferies Financial Group reduced its Coca-Cola (KO) stake by 66% in Q1 2026, selling an estimated $2.27M and leaving 15,638 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #856.

Jefferies Financial Group first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.7M in Q4 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Jefferies Financial Group held 15,638 shares of Coca-Cola worth $1.19M as of Q1 2026.
  • Jefferies Financial Group sold 30,077 Coca-Cola shares in Q1 2026, an estimated $2.27M.
  • Coca-Cola made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #856 holding.
  • Jefferies Financial Group first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's Coca-Cola position peaked at $20.7M in Q4 2024.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.