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

Asset Planning Inc’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 		$556K Buy
6,841
+46
+0.7% +$3.63K 0.36% 46
2026
Q1 		$517K Hold
6,795
– – 0.37% 45
2025
Q4 		$475K Buy
6,795
+94
+1% +$6.55K 0.33% 45
2025
Q3 		$444K Buy
6,701
+44
+0.7% +$3.03K 0.32% 50
2025
Q2 		$471K Buy
6,657
+44
+0.7% +$3.13K 0.36% 46
2025
Q1 		$474K Hold
6,613
– – 0.37% 44
2024
Q4 		$412K Buy
+6,613
New +$432K 0.31% 52

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Planning Inc's KO Position: Q2 2026 in Review

Asset Planning Inc increased its Coca-Cola (KO) stake by 0.68% in Q2 2026, buying an estimated $3.63K and bringing the position to 6,841 shares worth $556K. The position accounts for 0.36% of the portfolio, ranked #46.

Asset Planning Inc first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 1,675 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Asset Planning Inc held 6,841 shares of Coca-Cola worth $556K as of Q2 2026.
  • Asset Planning Inc bought 46 Coca-Cola shares in Q2 2026, an estimated $3.63K.
  • Coca-Cola made up 0.36% of Asset Planning Inc's portfolio in Q2 2026, its #46 holding.
  • Asset Planning Inc first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 1,675 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.