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Jones Kertz & Associates’s Coca-Cola KO Stock Holding History

Jones Kertz & Associates’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 		$1.16M Sell
14,246
-1,200
-8% -$94.8K 0.53% 44
2026
Q1 		$1.17M Sell
15,446
-70
-0.5% -$5.29K 0.62% 47
2025
Q4 		$1.08M Buy
+15,516
New +$1.08M 0.56% 46

Other funds holding KO

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AH
Allen Holding New York $1.01B AUM 14.43% 1-Year Est. Return

Jones Kertz & Associates's KO Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Coca-Cola (KO) stake by 7.8% in Q2 2026, selling an estimated $94.8K and leaving 14,246 shares worth $1.16M. The position accounts for 0.53% of the portfolio, ranked #44.

Jones Kertz & Associates first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q1 2026. 2,250 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Jones Kertz & Associates held 14,246 shares of Coca-Cola worth $1.16M as of Q2 2026.
  • Jones Kertz & Associates sold 1,200 Coca-Cola shares in Q2 2026, an estimated $94.8K.
  • Coca-Cola made up 0.53% of Jones Kertz & Associates's portfolio in Q2 2026, its #44 holding.
  • Jones Kertz & Associates first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's Coca-Cola position peaked at $1.17M in Q1 2026.
  • 2,250 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.