Jefferies Group's KO Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 12.9K shares of The Coca-Cola Company (KO) worth $857,130, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in KO, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 292.2K shares. Largest reduction occurred in Q1 2025, reducing 300.9K shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's The Coca-Cola Company (KO) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Coca-Cola Company (KO) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +10,040 | New Buy | 10,040 | $63.61 |
| Q1 2023 | +100,484 | Add 1000.84% | 110,524 | $62.03 |
| Q2 2023 | -87,957 | Reduce 79.58% | 22,567 | $60.22 |
| Q3 2023 | +60,618 | Add 268.61% | 83,185 | $55.98 |
| Q4 2023 | +13,085 | Add 15.73% | 96,270 | $58.93 |
| Q1 2024 | -11,843 | Reduce 12.30% | 84,427 | $61.18 |
| Q2 2024 | +26,759 | Add 31.69% | 111,186 | $63.65 |
| Q3 2024 | -70,392 | Reduce 63.31% | 40,794 | $71.86 |
| Q4 2024 | +292,200 | Add 716.28% | 332,994 | $62.26 |
| Q1 2025 | -300,880 | Reduce 90.36% | 32,114 | $71.62 |
| Q2 2025 | -5,465 | Reduce 17.02% | 26,649 | $70.75 |
| Q3 2025 | -13,725 | Reduce 51.50% | 12,924 | $66.32 |
Jefferies Group's The Coca-Cola Company Investment FAQs
Jefferies Group first purchased The Coca-Cola Company (KO) in Q4 2022, acquiring 10,040 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held The Coca-Cola Company (KO) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to The Coca-Cola Company (KO) was in Q4 2024, adding 332,994 shares worth $20.73 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 12,924 shares of The Coca-Cola Company (KO), valued at approximately $857,130. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Coca-Cola Company (KO) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in The Coca-Cola Company (KO) was 332,994 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.