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

JFG 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
2025
Q3 		$398K Buy
5,999
+637
+12% +$43.8K 0.08% 50
2025
Q2 		$379K Hold
5,362
– – 0.08% 46
2025
Q1 		$384K Sell
5,362
-320
-6% -$21.4K 0.09% 56
2024
Q4 		$354K Buy
5,682
+122
+2% +$7.96K 0.08% 71
2024
Q3 		$400K Buy
5,560
+123
+2% +$8.42K 0.11% 49
2024
Q2 		$346K Buy
+5,437
New +$337K 0.1% 42

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JFG Wealth Management's KO Position: Q3 2025 in Review

JFG Wealth Management increased its Coca-Cola (KO) stake by 12% in Q3 2025, buying an estimated $43.8K and bringing the position to 5,999 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #50.

JFG Wealth Management first reported a position in KO in Q2 2024 and has held it in 6 quarters since. The position peaked at $400K in Q3 2024. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • JFG Wealth Management held 5,999 shares of Coca-Cola worth $398K as of Q3 2025.
  • JFG Wealth Management bought 637 Coca-Cola shares in Q3 2025, an estimated $43.8K.
  • Coca-Cola made up 0.08% of JFG Wealth Management's portfolio in Q3 2025, its #50 holding.
  • JFG Wealth Management first reported a position in Coca-Cola in Q2 2024 and has held it in 6 quarters since.
  • JFG Wealth Management's Coca-Cola position peaked at $400K in Q3 2024.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.