Asset Planning Corporation’s Coca-Cola KO Stock Holding History

Asset Planning Corporation’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
2025 Q3	$351K	Hold	5,300	–	–	0.17%	36
2025 Q2	$375K	Sell	5,300 -833	-14%	-$59.3K	0.2%	31
2025 Q1	$439K	Sell	6,133 -40	-0.6%	-$2.67K	0.26%	31
2024 Q4	$384K	Hold	6,173	–	–	0.24%	31
2024 Q3	$444K	Hold	6,173	–	–	0.29%	30
2024 Q2	$393K	Hold	6,173	–	–	0.29%	30
2024 Q1	$378K	Buy	6,173 +1,753	+40%	+$105K	0.28%	29
2023 Q4	$260K	Hold	4,420	–	–	0.2%	33
2023 Q3	$247K	Hold	4,420	–	–	0.19%	33
2023 Q2	$266K	Hold	4,420	–	–	0.2%	31
2023 Q1	$274K	Hold	4,420	–	–	0.22%	29
2022 Q4	$281K	Sell	4,420 -127	-3%	-$7.67K	0.23%	30
2022 Q3	$255K	Buy	4,547 +240	+6%	+$14.9K	0.24%	29
2022 Q2	$271K	Hold	4,307	–	–	0.24%	32
2022 Q1	$267K	Hold	4,307	–	–	0.23%	31
2021 Q4	$255K	Buy	4,307 +65	+2%	+$3.62K	0.22%	32
2021 Q3	$223K	Hold	4,242	–	–	0.21%	30
2021 Q2	$230K	Hold	4,242	–	–	0.22%	30
2021 Q1	$224K	Hold	4,242	–	–	0.23%	29
2020 Q4	$233K	Buy	+4,242	New	+$219K	0.23%	25

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Asset Planning Corporation's KO Position: Q3 2025 in Review

Asset Planning Corporation held its Coca-Cola (KO) position steady in Q3 2025 at 5,300 shares worth $351K. The position accounts for 0.17% of the portfolio, ranked #36.

Asset Planning Corporation first reported a position in KO in Q4 2020 and has held it in 20 quarters since. The position peaked at $444K in Q3 2024. 3,279 funds tracked by Wall St. Rank hold KO as of Q3 2025.

Asset Planning Corporation held 5,300 shares of Coca-Cola worth $351K as of Q3 2025.
Asset Planning Corporation left its Coca-Cola share count unchanged in Q3 2025.
Coca-Cola made up 0.17% of Asset Planning Corporation's portfolio in Q3 2025, its #36 holding.
Asset Planning Corporation first reported a position in Coca-Cola in Q4 2020 and has held it in 20 quarters since.
Asset Planning Corporation's Coca-Cola position peaked at $444K in Q3 2024.
3,279 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.