Jones Financial Companies’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $248M | Buy |
3,276,983
+2,447,126
| +295% | +$185M | 0.12% | 85 |
|
|
2025
Q4 | $58M | Buy |
829,857
+86,365
| +12% | +$6.02M | 0.04% | 163 |
|
|
2025
Q3 | $48.9M | Buy |
743,492
+97,378
| +15% | +$6.7M | 0.03% | 160 |
|
|
2025
Q2 | $45.5M | Buy |
646,114
+106,551
| +20% | +$7.59M | 0.03% | 153 |
|
|
2025
Q1 | $38M | Buy |
539,563
+134,627
| +33% | +$8.99M | 0.03% | 143 |
|
|
2024
Q4 | $25.2M | Buy |
404,936
+133,205
| +49% | +$8.69M | 0.02% | 147 |
|
|
2024
Q3 | $19.5M | Buy |
271,731
+137,436
| +102% | +$9.41M | 0.02% | 139 |
|
|
2024
Q2 | $8.55M | Buy |
134,295
+87,510
| +187% | +$5.42M | 0.01% | 161 |
|
|
2024
Q1 | $2.86M | Buy |
46,785
+15,684
| +50% | +$942K | ﹤0.01% | 174 |
|
|
2023
Q4 | $1.83M | Buy |
31,101
+4,107
| +15% | +$233K | ﹤0.01% | 173 |
|
|
2023
Q3 | $1.51M | Buy |
26,994
+5,256
| +24% | +$315K | ﹤0.01% | 169 |
|
|
2023
Q2 | $1.31M | Buy |
21,738
+98
| +0.5% | +$6.1K | ﹤0.01% | 175 |
|
|
2023
Q1 | $1.34M | Buy |
21,640
+716
| +3% | +$43.4K | ﹤0.01% | 172 |
|
|
2022
Q4 | $1.33M | Sell |
20,924
-638
| -3% | -$38.5K | ﹤0.01% | 172 |
|
|
2022
Q3 | $1.21M | Buy |
21,562
+2,865
| +15% | +$178K | ﹤0.01% | 157 |
|
|
2022
Q2 | $1.18M | Sell |
18,697
-160
| -0.8% | -$10.1K | ﹤0.01% | 153 |
|
|
2022
Q1 | $1.17M | Sell |
18,857
-1,228
| -6% | -$74.7K | ﹤0.01% | 158 |
|
|
2021
Q4 | $1.19M | Sell |
20,085
-52
| -0.3% | -$2.9K | ﹤0.01% | 148 |
|
|
2021
Q3 | $1.06M | Buy |
20,137
+1,110
| +6% | +$61.9K | ﹤0.01% | 148 |
|
|
2021
Q2 | $1.03M | Buy |
19,027
+65
| +0.3% | +$3.54K | ﹤0.01% | 147 |
|
|
2021
Q1 | $999K | Buy |
18,962
+3,112
| +20% | +$157K | ﹤0.01% | 150 |
|
|
2020
Q4 | $869K | Sell |
15,850
-682
| -4% | -$35.3K | ﹤0.01% | 145 |
|
|
2020
Q3 | $816K | Buy |
16,532
+3,064
| +23% | +$147K | ﹤0.01% | 144 |
|
|
2020
Q2 | $602K | Buy |
13,468
+132
| +1% | +$6.08K | ﹤0.01% | 154 |
|
|
2020
Q1 | $590K | Sell |
13,336
-2,414
| -15% | -$130K | ﹤0.01% | 154 |
|
|
2019
Q4 | $872K | Buy |
15,750
+480
| +3% | +$25.8K | ﹤0.01% | 150 |
|
|
2019
Q3 | $831K | Sell |
15,270
-1,224
| -7% | -$65.5K | ﹤0.01% | 149 |
|
|
2019
Q2 | $840K | Buy |
16,494
+649
| +4% | +$31.8K | ﹤0.01% | 149 |
|
|
2019
Q1 | $742K | Buy |
15,845
+987
| +7% | +$46.2K | ﹤0.01% | 153 |
|
|
2018
Q4 | $704K | Sell |
14,858
-3,835
| -21% | -$184K | ﹤0.01% | 157 |
|
|
2018
Q3 | $864K | Sell |
18,693
-1,217
| -6% | -$55.6K | ﹤0.01% | 153 |
|
|
2018
Q2 | $874K | Sell |
19,910
-2,583
| -11% | -$112K | ﹤0.01% | 148 |
|
|
2018
Q1 | $976K | Sell |
22,493
-4,646
| -17% | -$209K | ﹤0.01% | 146 |
|
|
2017
Q4 | $1.25M | Sell |
27,139
-2,886
| -10% | -$133K | ﹤0.01% | 144 |
|
|
2017
Q3 | $1.35M | Buy |
30,025
+6,839
| +29% | +$311K | ﹤0.01% | 142 |
|
|
2017
Q2 | $1.04M | Sell |
23,186
-6,036
| -21% | -$267K | ﹤0.01% | 146 |
|
|
2017
Q1 | $1.24M | Sell |
29,222
-7,612
| -21% | -$317K | ﹤0.01% | 137 |
|
|
2016
Q4 | $1.53M | Sell |
36,834
-5,083
| -12% | -$212K | 0.01% | 130 |
|
|
2016
Q3 | $1.77M | Sell |
41,917
-3,744
| -8% | -$164K | 0.01% | 128 |
|
|
2016
Q2 | $2.07M | Sell |
45,661
-4,253
| -9% | -$192K | 0.01% | 125 |
|
|
2016
Q1 | $2.32M | Sell |
49,914
-33,280
| -40% | -$1.45M | 0.01% | 115 |
|
|
2015
Q4 | $3.57M | Sell |
83,194
-7,794
| -9% | -$331K | 0.02% | 91 |
|
|
2015
Q3 | $3.65M | Sell |
90,988
-22,221
| -20% | -$890K | 0.02% | 87 |
|
|
2015
Q2 | $4.44M | Sell |
113,209
-12,840
| -10% | -$522K | 0.03% | 84 |
|
|
2015
Q1 | $5.11M | Sell |
126,049
-51,172
| -29% | -$2.14M | 0.03% | 77 |
|
|
2014
Q4 | $7.48M | Sell |
177,221
-3,690
| -2% | -$158K | 0.05% | 57 |
|
|
2014
Q3 | $7.72M | Buy |
180,911
+4,435
| +3% | +$183K | 0.06% | 51 |
|
|
2014
Q2 | $7.47M | Sell |
176,476
-15,309
| -8% | -$621K | 0.06% | 52 |
|
|
2014
Q1 | $7.41M | Buy |
191,785
+3,877
| +2% | +$150K | 0.06% | 48 |
|
|
2013
Q4 | $7.76M | Buy |
187,908
+40,035
| +27% | +$1.58M | 0.07% | 48 |
|
|
2013
Q3 | $5.6M | Buy |
147,873
+11,313
| +8% | +$447K | 0.05% | 56 |
|
|
2013
Q2 | $5.48M | Buy |
+136,560
| New | +$5.65M | 0.06% | 52 |
|
Other funds holding KO
VCM
VPM
Jones Financial Companies's KO Position: Q1 2026 in Review
Jones Financial Companies increased its Coca-Cola (KO) stake by 295% in Q1 2026, buying an estimated $185M and bringing the position to 3,276,983 shares worth $248M. The position accounts for 0.12% of the portfolio, ranked #85.
Jones Financial Companies first reported a position in KO in Q2 2013 and has held it in 52 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Jones Financial Companies held 3,276,983 shares of Coca-Cola worth $248M as of Q1 2026.
- Jones Financial Companies bought 2,447,126 Coca-Cola shares in Q1 2026, an estimated $185M.
- Coca-Cola made up 0.12% of Jones Financial Companies's portfolio in Q1 2026, its #85 holding.
- Jones Financial Companies first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
- 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.