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 Q2	$132M	Sell	1,613,789 -318,378	-16%	-$25.1M	0.66%	32
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jupiter Asset Management's KO Position: Q2 2026 in Review

Jupiter Asset Management reduced its Coca-Cola (KO) stake by 16% in Q2 2026, selling an estimated $25.1M and leaving 1,613,789 shares worth $132M. The position accounts for 0.66% of the portfolio, ranked #32.

Jupiter Asset Management first reported a position in KO in Q2 2013 and has held it in 11 quarters since. The position peaked at $146M in Q1 2026. 3,633 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Jupiter Asset Management held 1,613,789 shares of Coca-Cola worth $132M as of Q2 2026.
Jupiter Asset Management sold 318,378 Coca-Cola shares in Q2 2026, an estimated $25.1M.
Coca-Cola made up 0.66% of Jupiter Asset Management's portfolio in Q2 2026, its #32 holding.
Jupiter Asset Management first reported a position in Coca-Cola in Q2 2013 and has held it in 11 quarters since.
Jupiter Asset Management's Coca-Cola position peaked at $146M in Q1 2026.
3,633 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.