Abacus Planning Group’s Coca-Cola KO Stock Holding History

Abacus Planning Group’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	$2.75M	Buy	33,864 +206	+0.6%	+$16.3K	0.34%	43
2026 Q1	$2.56M	Buy	33,658 +1,807	+6%	+$137K	0.34%	40
2025 Q4	$2.23M	Sell	31,851 -69	-0.2%	-$4.81K	0.3%	45
2025 Q3	$2.12M	Buy	31,920 +991	+3%	+$68.2K	0.29%	45
2025 Q2	$2.19M	Buy	30,929 +269	+0.9%	+$19.2K	0.33%	41
2025 Q1	$2.2M	Buy	30,660 +718	+2%	+$48K	0.38%	37
2024 Q4	$1.86M	Buy	29,942 +87	+0.3%	+$5.68K	0.33%	41
2024 Q3	$2.15M	Sell	29,855 -5,227	-15%	-$358K	0.38%	35
2024 Q2	$2.23M	Buy	35,082 +1,916	+6%	+$119K	0.43%	33
2024 Q1	$2.03M	Buy	33,166 +1,261	+4%	+$75.7K	0.4%	36
2023 Q4	$1.88M	Buy	31,905 +73	+0.2%	+$4.15K	0.4%	36
2023 Q3	$1.78M	Buy	31,832 +111	+0.3%	+$6.66K	0.43%	36
2023 Q2	$1.91M	Buy	31,721 +156	+0.5%	+$9.71K	0.46%	34
2023 Q1	$1.96M	Sell	31,565 -17	-0.1%	-$1.03K	0.5%	36
2022 Q4	$2.01M	Sell	31,582 -694	-2%	-$41.9K	0.55%	34
2022 Q3	$1.81M	Sell	32,276 -28	-0.1%	-$1.74K	0.55%	33
2022 Q2	$2.03M	Sell	32,304 -794	-2%	-$50.3K	0.6%	31
2022 Q1	$2.05M	Sell	33,098 -346	-1%	-$21K	0.55%	34
2021 Q4	$1.98M	Sell	33,444 -319	-0.9%	-$17.8K	0.53%	35
2021 Q3	$1.77M	Buy	33,763 +441	+1%	+$24.6K	0.56%	34
2021 Q2	$1.8M	Sell	33,322 -658	-2%	-$35.8K	0.55%	33
2021 Q1	$1.79M	Buy	33,980 +661	+2%	+$33.3K	0.57%	31
2020 Q4	$1.83M	Sell	33,319 -450	-1%	-$23.3K	0.56%	28
2020 Q3	$1.67M	Buy	33,769 +740	+2%	+$35.6K	0.61%	29
2020 Q2	$1.48M	Buy	33,029 +113	+0.3%	+$5.21K	0.6%	30
2020 Q1	$1.46M	Sell	32,916 -71	-0.2%	-$3.83K	0.72%	23
2019 Q4	$1.83M	Sell	32,987 -460	-1%	-$24.7K	0.84%	20
2019 Q3	$1.82M	Buy	33,447 +2,500	+8%	+$134K	0.9%	18
2019 Q2	$1.58M	Hold	30,947	–	–	0.95%	18
2019 Q1	$1.45M	Buy	30,947 +2,744	+10%	+$128K	0.91%	20
2018 Q4	$1.33M	Buy	28,203 +396	+1%	+$19K	1.01%	19
2018 Q3	$1.28M	Sell	27,807 -3,628	-12%	-$166K	0.86%	26
2018 Q2	$1.38M	Sell	31,435 -300	-0.9%	-$13K	1.04%	19
2018 Q1	$1.38M	Buy	31,735 +800	+3%	+$35.9K	1.12%	18
2017 Q4	$1.42M	Buy	+30,935	New	+$1.42M	1.44%	11

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Abacus Planning Group's KO Position: Q2 2026 in Review

Abacus Planning Group increased its Coca-Cola (KO) stake by 0.61% in Q2 2026, buying an estimated $16.3K and bringing the position to 33,864 shares worth $2.75M. The position accounts for 0.34% of the portfolio, ranked #43.

Abacus Planning Group first reported a position in KO in Q4 2017 and has held it in 35 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Abacus Planning Group held 33,864 shares of Coca-Cola worth $2.75M as of Q2 2026.
Abacus Planning Group bought 206 Coca-Cola shares in Q2 2026, an estimated $16.3K.
Coca-Cola made up 0.34% of Abacus Planning Group's portfolio in Q2 2026, its #43 holding.
Abacus Planning Group first reported a position in Coca-Cola in Q4 2017 and has held it in 35 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.