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

Jessup 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	$256K	Sell	3,156 -90	-3%	-$7.11K	0.08%	73
2026 Q1	$247K	Sell	3,246 -160	-5%	-$12.1K	0.09%	69
2025 Q4	$238K	Buy	3,406 +46	+1%	+$3.21K	0.08%	75
2025 Q3	$223K	Buy	3,360 +13	+0.4%	+$895	0.08%	75
2025 Q2	$237K	Buy	3,347 +12	+0.4%	+$855	0.1%	70
2025 Q1	$239K	Buy	+3,335	New	+$223K	0.1%	64
2023 Q3	–	Sell	-5,378	Closed	-$324K	–	65
2023 Q2	$324K	Sell	5,378 -834	-13%	-$51.9K	0.17%	49
2023 Q1	$385K	Buy	6,212 +2,549	+70%	+$154K	0.23%	52
2022 Q4	$233K	Buy	+3,663	New	+$221K	0.15%	56

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Jessup Wealth Management reduced its Coca-Cola (KO) stake by 2.8% in Q2 2026, selling an estimated $7.11K and leaving 3,156 shares worth $256K. The position accounts for 0.08% of the portfolio, ranked #73.

Jessup Wealth Management first reported a position in KO in Q4 2022 and has held it in 9 quarters since. The position peaked at $385K in Q1 2023. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Jessup Wealth Management held 3,156 shares of Coca-Cola worth $256K as of Q2 2026.
Jessup Wealth Management sold 90 Coca-Cola shares in Q2 2026, an estimated $7.11K.
Coca-Cola made up 0.08% of Jessup Wealth Management's portfolio in Q2 2026, its #73 holding.
Jessup Wealth Management first reported a position in Coca-Cola in Q4 2022 and has held it in 9 quarters since.
Jessup Wealth Management's Coca-Cola position peaked at $385K in Q1 2023.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.