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JFS Wealth Advisors’s Coca-Cola KO Stock Holding History

JFS Wealth Advisors’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 		$2.2M Sell
27,042
-2,749
-9% -$217K 0.11% 110
2026
Q1 		$2.27M Sell
29,791
-718
-2% -$54.3K 0.13% 100
2025
Q4 		$2.13M Sell
30,509
-1,696
-5% -$118K 0.12% 104
2025
Q3 		$2.14M Buy
32,205
+3,632
+13% +$250K 0.13% 104
2025
Q2 		$2.02M Buy
28,573
+138
+0.5% +$9.83K 0.13% 101
2025
Q1 		$2.04M Buy
28,435
+996
+4% +$66.5K 0.14% 92
2024
Q4 		$1.71M Sell
27,439
-120
-0.4% -$7.83K 0.12% 101
2024
Q3 		$1.98M Buy
27,559
+3,073
+13% +$210K 0.13% 96
2024
Q2 		$1.56M Sell
24,486
-177
-0.7% -$11K 0.12% 93
2024
Q1 		$1.51M Buy
24,663
+101
+0.4% +$6.07K 0.12% 91
2023
Q4 		$1.45M Buy
24,562
+90
+0.4% +$5.11K 0.12% 88
2023
Q3 		$1.37M Buy
24,472
+259
+1% +$15.5K 0.13% 95
2023
Q2 		$1.46M Sell
24,213
-143
-0.6% -$8.9K 0.13% 95
2023
Q1 		$1.51M Buy
24,356
+12,181
+100% +$738K 0.14% 91
2022
Q4 		$774K Sell
12,175
-2,210
-15% -$133K 0.08% 122
2022
Q3 		$806K Sell
14,385
-597
-4% -$37.1K 0.09% 116
2022
Q2 		$943K Buy
14,982
+132
+0.9% +$8.37K 0.1% 106
2022
Q1 		$921K Sell
14,850
-8,200
-36% -$499K 0.09% 121
2021
Q4 		$1.36M Sell
23,050
-755
-3% -$42K 0.13% 103
2021
Q3 		$1.25M Buy
23,805
+6,438
+37% +$359K 0.13% 102
2021
Q2 		$940K Buy
17,367
+383
+2% +$20.8K 0.14% 91
2021
Q1 		$895K Hold
16,984
– – 0.18% 80
2020
Q4 		$931K Buy
16,984
+112
+0.7% +$5.79K 0.2% 77
2020
Q3 		$833K Buy
16,872
+9
+0.1% +$433 0.2% 74
2020
Q2 		$753K Sell
16,863
-791
-4% -$36.4K 0.2% 75
2020
Q1 		$781K Buy
17,654
+640
+4% +$34.6K 0.23% 72
2019
Q4 		$942K Buy
17,014
+288
+2% +$15.5K 0.23% 75
2019
Q3 		$911K Buy
16,726
+556
+3% +$29.8K 0.23% 77
2019
Q2 		$823K Buy
16,170
+3
+0% +$147 0.21% 79
2019
Q1 		$758K Hold
16,167
– – 0.2% 79
2018
Q4 		$765K Sell
16,167
-177
-1% -$8.47K 0.2% 76
2018
Q3 		$755K Sell
16,344
-13
-0.1% -$594 0.19% 75
2018
Q2 		$717K Buy
16,357
+88
+0.5% +$3.8K 0.19% 76
2018
Q1 		$707K Sell
16,269
-300
-2% -$13.5K 0.19% 76
2017
Q4 		$760K Buy
16,569
+121
+0.7% +$5.56K 0.19% 76
2017
Q3 		$740K Sell
16,448
-597
-4% -$27.2K 0.19% 70
2017
Q2 		$764K Buy
17,045
+4
+0% +$177 0.21% 67
2017
Q1 		$707K Hold
17,041
– – 0.19% 76
2016
Q4 		$707K Buy
17,041
+5
+0% +$208 0.19% 76
2016
Q3 		$721K Buy
17,036
+3
+0% +$131 0.21% 74
2016
Q2 		$772K Sell
17,033
-29
-0.2% -$1.31K 0.21% 74
2016
Q1 		$792K Buy
17,062
+32
+0.2% +$1.39K 0.23% 69
2015
Q4 		$732K Buy
17,030
+6
+0% +$255 0.21% 72
2015
Q3 		$683K Sell
17,024
-398
-2% -$15.9K 0.3% 58
2015
Q2 		$683K Sell
17,422
-1,124
-6% -$45.7K 0.35% 51
2015
Q1 		$752K Hold
18,546
– – 0.35% 50
2014
Q4 		$783K Buy
18,546
+904
+5% +$38.6K 0.12% 40
2014
Q3 		$753K Hold
17,642
– – 0.13% 37
2014
Q2 		$747K Sell
17,642
-167
-0.9% -$6.78K 0.14% 39
2014
Q1 		$688K Buy
17,809
+170
+1% +$6.57K 0.38% 49
2013
Q4 		$729K Sell
17,639
-317
-2% -$12.5K 0.32% 48
2013
Q3 		$680K Buy
17,956
+597
+3% +$23.6K 0.32% 49
2013
Q2 		$696K Buy
+17,359
New +$719K 0.35% 50

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JFS Wealth Advisors's KO Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Coca-Cola (KO) stake by 9.2% in Q2 2026, selling an estimated $217K and leaving 27,042 shares worth $2.2M. The position accounts for 0.11% of the portfolio, ranked #110.

JFS Wealth Advisors first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.27M in Q1 2026. 1,652 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • JFS Wealth Advisors held 27,042 shares of Coca-Cola worth $2.2M as of Q2 2026.
  • JFS Wealth Advisors sold 2,749 Coca-Cola shares in Q2 2026, an estimated $217K.
  • Coca-Cola made up 0.11% of JFS Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • JFS Wealth Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • JFS Wealth Advisors's Coca-Cola position peaked at $2.27M in Q1 2026.
  • 1,652 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.