JSF Financial’s Coca-Cola KO Stock Holding History

JSF Financial’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 Q1	$243K	Sell	3,192 -7	-0.2%	-$529	0.05%	113
2025 Q4	$224K	Sell	3,199 -4	-0.1%	-$279	0.05%	124
2025 Q3	$212K	Sell	3,203 -9	-0.3%	-$619	0.05%	125
2025 Q2	$227K	Buy	3,212 +299	+10%	+$21.3K	0.05%	118
2025 Q1	$209K	Buy	+2,913	New	+$195K	0.06%	117
2024 Q4	–	Sell	-2,966	Closed	-$213K	–	125
2024 Q3	$213K	Buy	+2,966	New	+$203K	0.06%	109
2023 Q3	–	Sell	-3,426	Closed	-$206K	–	110
2023 Q2	$206K	Sell	3,426 -1	-0%	-$62	0.07%	100
2023 Q1	$213K	Buy	3,427 +211	+7%	+$12.8K	0.08%	110
2022 Q4	$205K	Buy	+3,216	New	+$194K	0.08%	109
2022 Q3	–	Sell	-3,192	Closed	-$201K	–	108
2022 Q2	$201K	Buy	+3,192	New	+$202K	0.09%	94

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JSF Financial's KO Position: Q1 2026 in Review

JSF Financial reduced its Coca-Cola (KO) stake by 0.22% in Q1 2026, selling an estimated $529 and leaving 3,192 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #113.

JSF Financial first reported a position in KO in Q2 2022 and has held it in 10 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

JSF Financial held 3,192 shares of Coca-Cola worth $243K as of Q1 2026.
JSF Financial sold 7 Coca-Cola shares in Q1 2026, an estimated $529.
Coca-Cola made up 0.05% of JSF Financial's portfolio in Q1 2026, its #113 holding.
JSF Financial first reported a position in Coca-Cola in Q2 2022 and has held it in 10 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.