Capital Wealth Planning’s Coca-Cola KO Stock Holding History

Capital Wealth Planning’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	$364M	Buy	4,788,705 +579,630	+14%	+$43.8M	2.01%	22
2025 Q4	$293M	Buy	4,209,075 +1,865,286	+80%	+$130M	1.9%	22
2025 Q3	$155M	Sell	2,343,789 -1,183,978	-34%	-$81.5M	1.1%	26
2025 Q2	$250M	Buy	3,527,767 +3,520,913	+51,370%	+$251M	1.97%	23
2025 Q1	$491K	Buy	6,854 +35	+0.5%	+$2.34K	﹤0.01%	112
2024 Q4	$425K	Sell	6,819 -3,433	-33%	-$224K	﹤0.01%	106
2024 Q3	$737K	Buy	10,252 +122	+1%	+$8.35K	0.01%	102
2024 Q2	$645K	Sell	10,130 -3,054,488	-100%	-$189M	0.01%	100
2024 Q1	$187M	Sell	3,064,618 -648,056	-17%	-$38.9M	2%	24
2023 Q4	$219M	Sell	3,712,674 -16,229	-0.4%	-$922K	2.5%	19
2023 Q3	$209M	Buy	3,728,903 +1,041,763	+39%	+$62.5M	2.57%	18
2023 Q2	$162M	Buy	+2,687,140	New	+$167M	2%	23
2022 Q3	–	Sell	-9,815	Closed	-$617K	–	89
2022 Q2	$617K	Sell	9,815 -1,632,578	-99%	-$103M	0.01%	61
2022 Q1	$102M	Buy	1,642,393 +1,631,891	+15,539%	+$99.2M	2.06%	23
2021 Q4	$622K	Sell	10,502 -1,919	-15%	-$107K	0.01%	60
2021 Q3	$652K	Sell	12,421 -286	-2%	-$15.9K	0.02%	61
2021 Q2	$687K	Sell	12,707 -1,714,352	-99%	-$93.3M	0.02%	63
2021 Q1	$91M	Buy	1,727,059 +1,707,911	+8,920%	+$86M	2.97%	18
2020 Q4	$928K	Sell	19,148 -183	-0.9%	-$9.46K	0.04%	52
2020 Q3	$954K	Sell	19,331 -341	-2%	-$16.4K	0.05%	48
2020 Q2	$879K	Sell	19,672 -3,611	-16%	-$166K	0.05%	51
2020 Q1	$1.03M	Sell	23,283 -8,229	-26%	-$444K	0.06%	72
2019 Q4	$1.74M	Buy	31,512 +82	+0.3%	+$4.41K	0.1%	56
2019 Q3	$1.72M	Sell	31,430 -37,307	-54%	-$2M	0.11%	54
2019 Q2	$3.5M	Buy	68,737 +55,137	+405%	+$2.7M	0.25%	38
2019 Q1	$638K	Buy	13,600 +4,580	+51%	+$214K	0.42%	41
2018 Q4	$427K	Buy	+9,020	New	+$432K	0.28%	43
2017 Q4	–	Sell	-4,800	Closed	-$216K	–	138
2017 Q3	$216K	Sell	4,800 -6,114	-56%	-$278K	0.17%	64
2017 Q2	$490K	Buy	10,914 +6,114	+127%	+$270K	0.08%	66
2017 Q1	$204K	Buy	+4,800	New	+$200K	0.17%	69
2016 Q4	–	Sell	-4,800	Closed	-$203K	–	122
2016 Q3	$203K	Hold	4,800	–	–	0.16%	68
2016 Q2	$217K	Hold	4,800	–	–	0.16%	68
2016 Q1	$223K	Sell	4,800 -11,200	-70%	-$487K	0.16%	70
2015 Q4	$687K	Buy	16,000 +4,800	+43%	+$204K	0.63%	39
2015 Q3	$446K	Hold	11,200	–	–	0.36%	51
2015 Q2	$439K	Sell	11,200 -7,000	-38%	-$285K	0.26%	65
2015 Q1	$738K	Sell	18,200 -4,800	-21%	-$201K	0.38%	55
2014 Q4	$972K	Sell	23,000 -33,375	-59%	-$1.43M	0.45%	53
2014 Q3	$2.41M	Buy	56,375 +9,765	+21%	+$404K	0.98%	23
2014 Q2	$1.97M	Buy	46,610 +24,610	+112%	+$999K	0.73%	28
2014 Q1	$851K	Buy	+22,000	New	+$850K	0.37%	48
2013 Q4	–	Sell	-31,459	Closed	-$1.19M	–	102
2013 Q3	$1.19M	Buy	+31,459	New	+$1.24M	0.54%	34

Other funds holding KO

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Capital Wealth Planning's KO Position: Q1 2026 in Review

Capital Wealth Planning increased its Coca-Cola (KO) stake by 14% in Q1 2026, buying an estimated $43.8M and bringing the position to 4,788,705 shares worth $364M. The position accounts for 2.01% of the portfolio, ranked #22.

Capital Wealth Planning first reported a position in KO in Q3 2013 and has held it in 42 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Capital Wealth Planning held 4,788,705 shares of Coca-Cola worth $364M as of Q1 2026.
Capital Wealth Planning bought 579,630 Coca-Cola shares in Q1 2026, an estimated $43.8M.
Coca-Cola made up 2.01% of Capital Wealth Planning's portfolio in Q1 2026, its #22 holding.
Capital Wealth Planning first reported a position in Coca-Cola in Q3 2013 and has held it in 42 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.