JF
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Jump Financial’s Coca-Cola KO Stock Holding History

Jump 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 		$4.89M Buy
64,357
+55,050
+591% +$4.16M 0.07% 365
2025
Q4 		$651K Buy
9,307
+2,000
+27% +$139K 0.01% 1173
2025
Q3 		$485K Sell
7,307
-32,276
-82% -$2.22M 0.01% 1288
2025
Q2 		$2.8M Buy
39,583
+32,392
+450% +$2.31M 0.03% 611
2025
Q1 		$515K Sell
7,191
-252,581
-97% -$16.9M 0.01% 1068
2024
Q4 		$16.2M Buy
259,772
+236,012
+993% +$15.4M 0.34% 53
2024
Q3 		$1.71M Sell
23,760
-293,782
-93% -$20.1M 0.03% 583
2024
Q2 		$20.2M Buy
317,542
+251,647
+382% +$15.6M 0.4% 25
2024
Q1 		$4.03M Buy
65,895
+61,795
+1,507% +$3.71M 0.11% 190
2023
Q4 		$242K Sell
4,100
-82,772
-95% -$4.7M 0.01% 1456
2023
Q3 		$4.86M Buy
86,872
+45,304
+109% +$2.72M 0.18% 115
2023
Q2 		$2.5M Buy
41,568
+35,008
+534% +$2.18M 0.09% 307
2023
Q1 		$407K Buy
6,560
+2,925
+80% +$177K 0.02% 988
2022
Q4 		$231K Sell
3,635
-90,565
-96% -$5.47M 0.01% 1208
2022
Q3 		$5.28M Buy
+94,200
New +$5.85M 0.21% 148
2022
Q2 		– Sell
-10,402
Closed -$645K – 1822
2022
Q1 		$645K Buy
+10,402
New +$633K 0.03% 700
2021
Q3 		– Sell
-14,013
Closed -$758K – 1299
2021
Q2 		$758K Sell
14,013
-4,056
-22% -$221K 0.07% 341
2021
Q1 		$952K Buy
+18,069
New +$909K 0.09% 239
2020
Q4 		– Sell
-29,240
Closed -$1.44M – 1066
2020
Q3 		$1.44M Buy
+29,240
New +$1.41M 0.29% 46

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jump Financial's KO Position: Q1 2026 in Review

Jump Financial increased its Coca-Cola (KO) stake by 591% in Q1 2026, buying an estimated $4.16M and bringing the position to 64,357 shares worth $4.89M. The position accounts for 0.07% of the portfolio, ranked #365.

Jump Financial first reported a position in KO in Q3 2020 and has held it in 19 quarters since. The position peaked at $20.2M in Q2 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Jump Financial held 64,357 shares of Coca-Cola worth $4.89M as of Q1 2026.
  • Jump Financial bought 55,050 Coca-Cola shares in Q1 2026, an estimated $4.16M.
  • Coca-Cola made up 0.07% of Jump Financial's portfolio in Q1 2026, its #365 holding.
  • Jump Financial first reported a position in Coca-Cola in Q3 2020 and has held it in 19 quarters since.
  • Jump Financial's Coca-Cola position peaked at $20.2M in Q2 2024.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.