CPL
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Capital & Planning LLC’s Coca-Cola KO Stock Holding History

Capital & Planning LLC’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
Q1 		$220K Buy
+2,889
New +$218K 0.13% 39
2025
Q4 		– Sell
-3,254
Closed -$216K – 21
2025
Q3 		$216K Sell
3,254
-1,914
-37% -$132K 0.13% 39
2025
Q2 		$366K Sell
5,168
-142
-3% -$10.1K 0.25% 32
2025
Q1 		$380K Sell
5,310
-1,050
-17% -$70.1K 0.28% 29
2024
Q4 		$396K Buy
+6,360
New +$415K 0.29% 29

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital & Planning LLC's KO Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Coca-Cola (KO) in Q1 2026: 2,889 shares worth $220K. The stake represents 0.13% of the portfolio and ranks #39 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in KO as recently as Q3 2025.

Capital & Planning LLC first reported a position in KO in Q4 2024 and has held it in 5 quarters since. The position peaked at $396K in Q4 2024. 3,570 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Capital & Planning LLC held 2,889 shares of Coca-Cola worth $220K as of Q1 2026.
  • Coca-Cola was a new Capital & Planning LLC position in Q1 2026.
  • Coca-Cola made up 0.13% of Capital & Planning LLC's portfolio in Q1 2026, its #39 holding.
  • Capital & Planning LLC first reported a position in Coca-Cola in Q4 2024 and has held it in 5 quarters since.
  • Capital & Planning LLC's Coca-Cola position peaked at $396K in Q4 2024.
  • 3,570 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.