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 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 $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jessup Wealth Management's KO Position: Q1 2026 in Review

Jessup Wealth Management reduced its Coca-Cola (KO) stake by 4.7% in Q1 2026, selling an estimated $12.1K and leaving 3,246 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #69.

Jessup Wealth Management first reported a position in KO in Q4 2022 and has held it in 8 quarters since. The position peaked at $385K in Q1 2023. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Jessup Wealth Management held 3,246 shares of Coca-Cola worth $247K as of Q1 2026.
Jessup Wealth Management sold 160 Coca-Cola shares in Q1 2026, an estimated $12.1K.
Coca-Cola made up 0.09% of Jessup Wealth Management's portfolio in Q1 2026, its #69 holding.
Jessup Wealth Management first reported a position in Coca-Cola in Q4 2022 and has held it in 8 quarters since.
Jessup Wealth Management's Coca-Cola position peaked at $385K in Q1 2023.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.