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JNBA Financial Advisors’s Coca-Cola KO Stock Holding History

JNBA Financial 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 		$760K Sell
9,346
-843
-8% -$66.6K 0.06% 120
2026
Q1 		$775K Sell
10,189
-730
-7% -$55.2K 0.06% 114
2025
Q4 		$763K Sell
10,919
-993
-8% -$69.2K 0.07% 118
2025
Q3 		$790K Hold
11,912
– – 0.07% 109
2025
Q2 		$843K Sell
11,912
-750
-6% -$53.4K 0.08% 98
2025
Q1 		$907K Sell
12,662
-705
-5% -$47.1K 0.09% 91
2024
Q4 		$832K Sell
13,367
-119
-0.9% -$7.77K 0.09% 98
2024
Q3 		$969K Sell
13,486
-851
-6% -$58.3K 0.1% 89
2024
Q2 		$913K Sell
14,337
-415
-3% -$25.7K 0.1% 97
2024
Q1 		$903K Sell
14,752
-287
-2% -$17.2K 0.09% 102
2023
Q4 		$886K Sell
15,039
-334
-2% -$19K 0.1% 100
2023
Q3 		$861K Sell
15,373
-466
-3% -$27.9K 0.11% 102
2023
Q2 		$954K Sell
15,839
-835
-5% -$51.9K 0.11% 101
2023
Q1 		$1.03M Sell
16,674
-112
-0.7% -$6.78K 0.13% 94
2022
Q4 		$1.07M Sell
16,786
-509
-3% -$30.7K 0.15% 90
2022
Q3 		$969K Sell
17,295
-729
-4% -$45.3K 0.15% 92
2022
Q2 		$1.13M Sell
18,024
-708
-4% -$44.9K 0.17% 83
2022
Q1 		$1.16M Buy
18,732
+390
+2% +$23.7K 0.15% 85
2021
Q4 		$1.09M Buy
18,342
+64
+0.4% +$3.56K 0.13% 92
2021
Q3 		$959K Hold
18,278
– – 0.13% 90
2021
Q2 		$989K Buy
18,278
+575
+3% +$31.3K 0.13% 92
2021
Q1 		$933K Sell
17,703
-240
-1% -$12.1K 0.14% 91
2020
Q4 		$984K Buy
17,943
+188
+1% +$9.72K 0.16% 83
2020
Q3 		$877K Sell
17,755
-263
-1% -$12.6K 0.18% 79
2020
Q2 		$805K Sell
18,018
-222
-1% -$10.2K 0.17% 81
2020
Q1 		$807K Buy
18,240
+1,171
+7% +$63.2K 0.19% 76
2019
Q4 		$945K Buy
17,069
+164
+1% +$8.82K 0.18% 80
2019
Q3 		$920K Sell
16,905
-516
-3% -$27.6K 0.19% 76
2019
Q2 		$887K Buy
17,421
+350
+2% +$17.2K 0.18% 75
2019
Q1 		$800K Sell
17,071
-643
-4% -$30.1K 0.17% 75
2018
Q4 		$839K Buy
17,714
+11,562
+188% +$553K 0.19% 65
2018
Q3 		$284K Sell
6,152
-12,007
-66% -$549K 0.13% 103
2018
Q2 		$796K Sell
18,159
-403
-2% -$17.4K 0.17% 68
2018
Q1 		$806K Sell
18,562
-252
-1% -$11.3K 0.17% 65
2017
Q4 		$863K Sell
18,814
-158
-0.8% -$7.26K 0.18% 63
2017
Q3 		$854K Hold
18,972
– – 0.19% 51
2017
Q2 		$851K Sell
18,972
-201
-1% -$8.88K 0.19% 52
2017
Q1 		$814K Sell
19,173
-81
-0.4% -$3.38K 0.19% 55
2016
Q4 		$798K Sell
19,254
-772,062
-98% -$32.1M 0.19% 53
2016
Q3 		$33.5M Buy
791,316
+771,862
+3,968% +$33.8M 4.89% 6
2016
Q2 		$882K Sell
19,454
-713
-4% -$32.2K 0.25% 41
2016
Q1 		$936K Sell
20,167
-900
-4% -$39.2K 0.34% 37
2015
Q4 		$905K Sell
21,067
-600
-3% -$25.5K 0.35% 35
2015
Q3 		$869K Sell
21,667
-1,093
-5% -$43.8K 0.37% 33
2015
Q2 		$893K Sell
22,760
-708
-3% -$28.8K 0.34% 33
2015
Q1 		$952K Sell
23,468
-300
-1% -$12.5K 0.37% 32
2014
Q4 		$1M Sell
23,768
-1,121
-5% -$47.9K 0.4% 32
2014
Q3 		$1.06M Buy
24,889
+1,508
+6% +$62.3K 0.48% 31
2014
Q2 		$990K Sell
23,381
-470
-2% -$19.1K 0.48% 31
2014
Q1 		$922K Buy
23,851
+903
+4% +$34.9K 0.49% 32
2013
Q4 		$948K Buy
22,948
+405
+2% +$16K 0.52% 29
2013
Q3 		$854K Buy
22,543
+2,475
+12% +$97.8K 0.53% 32
2013
Q2 		$805K Buy
+20,068
New +$831K 0.55% 33

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

JNBA Financial Advisors's KO Position: Q2 2026 in Review

JNBA Financial Advisors reduced its Coca-Cola (KO) stake by 8.3% in Q2 2026, selling an estimated $66.6K and leaving 9,346 shares worth $760K. The position accounts for 0.06% of the portfolio, ranked #120.

JNBA Financial Advisors first reported a position in KO in Q2 2013 and has held it in 53 quarters since. The position peaked at $33.5M in Q3 2016. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • JNBA Financial Advisors held 9,346 shares of Coca-Cola worth $760K as of Q2 2026.
  • JNBA Financial Advisors sold 843 Coca-Cola shares in Q2 2026, an estimated $66.6K.
  • Coca-Cola made up 0.06% of JNBA Financial Advisors's portfolio in Q2 2026, its #120 holding.
  • JNBA Financial Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
  • JNBA Financial Advisors's Coca-Cola position peaked at $33.5M in Q3 2016.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.