CFFP
KO icon

Center for Financial Planning’s Coca-Cola KO Stock Holding History

Center for Financial 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
Q2 		$1.88M Sell
23,097
-322
-1% -$25.4K 0.18% 46
2026
Q1 		$1.78M Buy
23,419
+152
+0.7% +$11.5K 0.19% 46
2025
Q4 		$1.63M Buy
23,267
+278
+1% +$19.4K 0.17% 52
2025
Q3 		$1.52M Buy
22,989
+202
+0.9% +$13.9K 0.16% 53
2025
Q2 		$1.61M Buy
22,787
+100
+0.4% +$7.12K 0.18% 45
2025
Q1 		$1.62M Sell
22,687
-200
-0.9% -$13.4K 0.21% 45
2024
Q4 		$1.42M Sell
22,887
-310
-1% -$20.2K 0.19% 49
2024
Q3 		$1.67M Sell
23,197
-927
-4% -$63.5K 0.23% 41
2024
Q2 		$1.54M Hold
24,124
– – 0.22% 42
2024
Q1 		$1.48M Buy
24,124
+713
+3% +$42.8K 0.22% 43
2023
Q4 		$1.38M Buy
23,411
+200
+0.9% +$11.4K 0.25% 40
2023
Q3 		$1.3M Sell
23,211
-73
-0.3% -$4.38K 0.28% 39
2023
Q2 		$1.4M Buy
23,284
+73
+0.3% +$4.54K 0.29% 39
2023
Q1 		$1.44M Sell
23,211
-2
-0% -$121 0.33% 39
2022
Q4 		$1.48M Hold
23,213
– – 0.36% 32
2022
Q3 		$1.3M Hold
23,213
– – 0.35% 33
2022
Q2 		$1.46M Hold
23,213
– – 0.37% 30
2022
Q1 		$1.44M Sell
23,213
-225
-1% -$13.7K 0.3% 36
2021
Q4 		$1.39M Sell
23,438
-40
-0.2% -$2.23K 0.28% 38
2021
Q3 		$1.23M Sell
23,478
-140
-0.6% -$7.8K 0.3% 39
2021
Q2 		$1.28M Buy
23,618
+200
+0.9% +$10.9K 0.31% 39
2021
Q1 		$1.23M Sell
23,418
-896
-4% -$45.1K 0.32% 38
2020
Q4 		$1.33M Sell
24,314
-211
-0.9% -$10.9K 0.38% 27
2020
Q3 		$1.21M Buy
24,525
+58
+0.2% +$2.79K 0.39% 29
2020
Q2 		$1.09M Sell
24,467
-748
-3% -$34.5K 0.38% 31
2020
Q1 		$1.12M Buy
25,215
+839
+3% +$45.3K 0.38% 25
2019
Q4 		$1.35M Buy
+24,376
New +$1.31M 0.34% 27

Other funds holding KO

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 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Center for Financial Planning's KO Position: Q2 2026 in Review

Center for Financial Planning reduced its Coca-Cola (KO) stake by 1.4% in Q2 2026, selling an estimated $25.4K and leaving 23,097 shares worth $1.88M. The position accounts for 0.18% of the portfolio, ranked #46.

Center for Financial Planning first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Center for Financial Planning held 23,097 shares of Coca-Cola worth $1.88M as of Q2 2026.
  • Center for Financial Planning sold 322 Coca-Cola shares in Q2 2026, an estimated $25.4K.
  • Coca-Cola made up 0.18% of Center for Financial Planning's portfolio in Q2 2026, its #46 holding.
  • Center for Financial Planning first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.