Skip to main content

Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

KO holding history

Coca Cola Co in every 13F filed by Jackson Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KO overviewAll 13F holders of KOFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of KO by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−54,632−100.0%Sold outHolders
Q3 202454,632$3.93M0.5%+23,365+74.7%AddedHolders
Q2 202431,267$1.99M0.4%−22,504−41.9%ReducedHolders
Q1 202453,771$3.29M0.4%+6,768+14.4%AddedHolders
Q4 202347,003$2.77M0.4%+183+0.4%AddedHolders
Q3 202346,820$2.62M0.4%+1,656+3.7%AddedHolders
Q2 202345,164$2.72M0.4%+1,147+2.6%AddedHolders
Q1 202344,017$2.73M2.1%−71−0.2%ReducedHolders
Q4 202244,088$2.80M1.0%−1,326−2.9%ReducedHolders
Q3 202245,414$2.54M0.5%+26,049+134.5%AddedHolders
Q2 202219,365$1.22M0.6%−29,846−60.6%ReducedHolders
Q1 202249,211$3.05M0.4%+637+1.3%AddedHolders
Q4 202148,574$2.88M0.4%+191+0.4%AddedHolders
Q3 202148,383$13.0K0.2%+932+2.0%AddedHolders
Q2 202147,451$2.57M0.3%+1,048+2.3%AddedHolders
Q1 202146,403$2.45M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.