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Jeppson Wealth Management’s Coca-Cola KO Stock Holding History

Jeppson Wealth 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 		$721K Sell
8,869
-75
-0.8% -$5.92K 0.21% 106
2026
Q1 		$680K Buy
8,944
+287
+3% +$21.7K 0.21% 103
2025
Q4 		$605K Hold
8,657
– – 0.19% 107
2025
Q3 		$574K Sell
8,657
-175
-2% -$12K 0.18% 110
2025
Q2 		$625K Sell
8,832
-40
-0.5% -$2.85K 0.22% 103
2025
Q1 		$635K Sell
8,872
-59
-0.7% -$3.94K 0.23% 101
2024
Q4 		$556K Sell
8,931
-50
-0.6% -$3.26K 0.2% 113
2024
Q3 		$645K Sell
8,981
-115
-1% -$7.88K 0.23% 99
2024
Q2 		$579K Sell
9,096
-276
-3% -$17.1K 0.22% 103
2024
Q1 		$573K Sell
9,372
-440
-4% -$26.4K 0.22% 106
2023
Q4 		$578K Buy
9,812
+535
+6% +$30.4K 0.24% 100
2023
Q3 		$519K Hold
9,277
– – 0.24% 106
2023
Q2 		$559K Sell
9,277
-405
-4% -$25.2K 0.24% 101
2023
Q1 		$601K Buy
9,682
+75
+0.8% +$4.54K 0.26% 96
2022
Q4 		$611K Hold
9,607
– – 0.26% 91
2022
Q3 		$538K Sell
9,607
-24
-0.2% -$1.49K 0.24% 93
2022
Q2 		$606K Buy
9,631
+4,554
+90% +$289K 0.26% 88
2022
Q1 		$314K Buy
5,077
+38
+0.8% +$2.31K 0.15% 126
2021
Q4 		$298K Hold
5,039
– – 0.14% 123
2021
Q3 		$264K Hold
5,039
– – 0.14% 125
2021
Q2 		$272K Buy
5,039
+200
+4% +$10.9K 0.15% 123
2021
Q1 		$255K Hold
4,839
– – 0.15% 121
2020
Q4 		$265K Hold
4,839
– – 0.18% 111
2020
Q3 		$239K Buy
+4,839
New +$233K 0.19% 102

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 $3.37T AUM 44.26% 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

Jeppson Wealth Management's KO Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Coca-Cola (KO) stake by 0.84% in Q2 2026, selling an estimated $5.92K and leaving 8,869 shares worth $721K. The position accounts for 0.21% of the portfolio, ranked #106.

Jeppson Wealth Management first reported a position in KO in Q3 2020 and has held it in 24 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Jeppson Wealth Management held 8,869 shares of Coca-Cola worth $721K as of Q2 2026.
  • Jeppson Wealth Management sold 75 Coca-Cola shares in Q2 2026, an estimated $5.92K.
  • Coca-Cola made up 0.21% of Jeppson Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Jeppson Wealth Management first reported a position in Coca-Cola in Q3 2020 and has held it in 24 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.