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

JPL 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
2026
Q2 		$262K Buy
3,226
+294
+10% +$23.2K 0.05% 118
2026
Q1 		$223K Buy
+2,932
New +$222K 0.05% 115
2025
Q4 		– Sell
-2,627
Closed -$174K – 653
2025
Q3 		$174K Buy
+2,627
New +$181K 0.04% 132

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JPL Wealth Management's KO Position: Q2 2026 in Review

JPL Wealth Management increased its Coca-Cola (KO) stake by 10% in Q2 2026, buying an estimated $23.2K and bringing the position to 3,226 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #118.

JPL Wealth Management first reported a position in KO in Q3 2025 and has held it in 3 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • JPL Wealth Management held 3,226 shares of Coca-Cola worth $262K as of Q2 2026.
  • JPL Wealth Management bought 294 Coca-Cola shares in Q2 2026, an estimated $23.2K.
  • Coca-Cola made up 0.05% of JPL Wealth Management's portfolio in Q2 2026, its #118 holding.
  • JPL Wealth Management first reported a position in Coca-Cola in Q3 2025 and has held it in 3 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.