Avantax Planning Partners’s Coca-Cola KO Stock Holding History

Avantax Planning Partners’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	$14M	Sell	171,923 -1,114	-0.6%	-$88K	0.35%	45
2026 Q1	$13.2M	Sell	173,037 -7,236	-4%	-$547K	0.36%	46
2025 Q4	$12.6M	Buy	180,273 +1,885	+1%	+$131K	0.35%	42
2025 Q3	$11.8M	Buy	178,388 +4,305	+2%	+$296K	0.34%	48
2025 Q2	$12.3M	Sell	174,083 -39	-0%	-$2.78K	0.39%	46
2025 Q1	$12.5M	Buy	174,122 +3,671	+2%	+$245K	0.44%	36
2024 Q4	$10.6M	Buy	170,451 +6,169	+4%	+$403K	0.38%	39
2024 Q3	$11.8M	Sell	164,282 -40,289	-20%	-$2.76M	0.42%	36
2024 Q2	$13M	Buy	204,571 +4,490	+2%	+$278K	0.42%	38
2024 Q1	$12.2M	Buy	200,081 +88,974	+80%	+$5.34M	0.4%	42
2023 Q4	$6.55M	Sell	111,107 -817	-0.7%	-$46.4K	0.25%	49
2023 Q3	$6.27M	Buy	111,924 +977	+0.9%	+$58.6K	0.26%	46
2023 Q2	$6.68M	Sell	110,947 -359	-0.3%	-$22.3K	0.27%	48
2023 Q1	$6.9M	Sell	111,306 -4,020	-3%	-$243K	0.28%	43
2022 Q4	$7.34M	Sell	115,326 -1,426	-1%	-$86.1K	0.29%	41
2022 Q3	$6.54M	Buy	116,752 +936	+0.8%	+$58.2K	0.29%	38
2022 Q2	$7.29M	Buy	115,816 +3,719	+3%	+$236K	0.31%	39
2022 Q1	$6.95M	Buy	112,097 +1,794	+2%	+$109K	0.28%	40
2021 Q4	$6.53M	Buy	110,303 +15,878	+17%	+$884K	0.27%	34
2021 Q3	$4.95M	Buy	94,425 +3,672	+4%	+$205K	0.23%	32
2021 Q2	$4.91M	Buy	90,753 +10,490	+13%	+$571K	0.23%	35
2021 Q1	$4.23M	Sell	80,263 -6,531	-8%	-$329K	0.22%	39
2020 Q4	$4.76M	Sell	86,794 -17,869	-17%	-$924K	0.24%	33
2020 Q3	$5.17M	Sell	104,663 -2,720	-3%	-$131K	0.27%	31
2020 Q2	$4.8M	Buy	107,383 +14,679	+16%	+$676K	0.27%	34
2020 Q1	$4.1M	Buy	92,704 +26,682	+40%	+$1.44M	0.29%	28
2019 Q4	$3.65M	Sell	66,022 -953	-1%	-$51.2K	0.22%	39
2019 Q3	$3.65M	Buy	66,975 +1,078	+2%	+$57.7K	0.22%	39
2019 Q2	$3.43M	Sell	65,897 -183	-0.3%	-$8.97K	0.22%	38
2019 Q1	$3.1M	Buy	66,080 +5,867	+10%	+$274K	0.22%	43
2018 Q4	$2.85M	Sell	60,213 -1,866	-3%	-$89.3K	0.22%	45
2018 Q3	$2.87M	Buy	62,079 +1,923	+3%	+$87.9K	0.23%	36
2018 Q2	$2.64M	Sell	60,156 -3,995	-6%	-$173K	0.24%	37
2018 Q1	$2.78M	Sell	64,151 -5,131	-7%	-$230K	0.24%	33
2017 Q4	$3.18M	Sell	69,282 -37,409	-35%	-$1.72M	0.29%	26
2017 Q3	$4.8M	Sell	106,691 -2,833	-3%	-$129K	0.38%	23
2017 Q2	$4.91M	Buy	109,524 +5,922	+6%	+$262K	0.41%	21
2017 Q1	$4.4M	Buy	103,602 +10,608	+11%	+$442K	0.39%	21
2016 Q4	$3.86M	Buy	+92,994	New	+$3.87M	0.41%	20

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Avantax Planning Partners's KO Position: Q2 2026 in Review

Avantax Planning Partners reduced its Coca-Cola (KO) stake by 0.64% in Q2 2026, selling an estimated $88K and leaving 171,923 shares worth $14M. The position accounts for 0.35% of the portfolio, ranked #45.

Avantax Planning Partners first reported a position in KO in Q4 2016 and has held it in 39 quarters since. 1,483 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Avantax Planning Partners held 171,923 shares of Coca-Cola worth $14M as of Q2 2026.
Avantax Planning Partners sold 1,114 Coca-Cola shares in Q2 2026, an estimated $88K.
Coca-Cola made up 0.35% of Avantax Planning Partners's portfolio in Q2 2026, its #45 holding.
Avantax Planning Partners first reported a position in Coca-Cola in Q4 2016 and has held it in 39 quarters since.
1,483 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.