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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
2018
Q2 		– Sell
-200
Closed -$1K – 892
2018
Q1 		$1K Buy
+200
New +$8.98K ﹤0.01% 1720

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
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
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. 1,494 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.
  • 1,494 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.