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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
Q2 		– Sell
-20,000
Closed -$1.52M – 1862
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Jefferies Financial Group's KO Position: Q2 2026 in Review

Jefferies Financial Group increased its Coca-Cola (KO) stake by 891% in Q2 2026, buying an estimated $11M and bringing the position to 154,907 shares worth $12.6M. The position accounts for 0.08% of the portfolio, ranked #211.

Jefferies Financial Group first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $20.7M in Q4 2024. 3,647 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Jefferies Financial Group held 154,907 shares of Coca-Cola worth $12.6M as of Q2 2026.
  • Jefferies Financial Group bought 139,269 Coca-Cola shares in Q2 2026, an estimated $11M.
  • Coca-Cola made up 0.08% of Jefferies Financial Group's portfolio in Q2 2026, its #211 holding.
  • Jefferies Financial Group first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's Coca-Cola position peaked at $20.7M in Q4 2024.
  • 3,647 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.