Jupiter Asset Management’s Coca-Cola KO Stock Holding History

Jupiter Asset 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 Q1	$146M	Buy	+1,932,167	New	+$146M	0.78%	24
2022 Q4	–	Sell	-6,755	Closed	-$378K	–	518
2022 Q3	$378K	Sell	6,755 -50,153	-88%	-$3.12M	0.01%	465
2022 Q2	$3.58M	Buy	+56,908	New	+$3.61M	0.05%	278
2021 Q1	–	Sell	-3,766	Closed	-$206K	–	612
2020 Q4	$206K	Sell	3,766 -457	-11%	-$23.6K	﹤0.01%	568
2020 Q3	$208K	Buy	+4,223	New	+$203K	﹤0.01%	558
2014 Q3	–	Sell	-31,081	Closed	-$1.32M	–	242
2014 Q2	$1.32M	Sell	31,081 -370	-1%	-$15K	0.04%	222
2014 Q1	$1.22M	Hold	31,451	–	–	0.04%	218
2013 Q4	$1.3M	Sell	31,451 -20,823	-40%	-$821K	0.05%	178
2013 Q3	$1.98M	Hold	52,274	–	–	0.09%	150
2013 Q2	$2.1M	Buy	+52,274	New	+$2.16M	0.09%	156

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

Jupiter Asset Management's KO Position: Q1 2026 in Review

Jupiter Asset Management opened a new position in Coca-Cola (KO) in Q1 2026: 1,932,167 shares worth $146M. The stake represents 0.78% of the portfolio and ranks #24 among its holdings. This is a return to the name: Jupiter Asset Management previously reported a position in KO as recently as Q3 2022.

Jupiter Asset Management first reported a position in KO in Q2 2013 and has held it in 10 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Jupiter Asset Management held 1,932,167 shares of Coca-Cola worth $146M as of Q1 2026.
Coca-Cola was a new Jupiter Asset Management position in Q1 2026.
Coca-Cola made up 0.78% of Jupiter Asset Management's portfolio in Q1 2026, its #24 holding.
Jupiter Asset Management first reported a position in Coca-Cola in Q2 2013 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 Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.