CPC
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CFC Planning Company’s Coca-Cola KO Stock Holding History

CFC Planning Company’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 		$4.87M Buy
59,886
+6,102
+11% +$482K 2.85% 12
2026
Q1 		$4.09M Buy
53,784
+7,153
+15% +$541K 2.92% 12
2025
Q4 		$3.26M Buy
46,631
+1,730
+4% +$121K 2.48% 12
2025
Q3 		$2.98M Buy
+44,901
New +$3.09M 2.44% 11

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

CFC Planning Company's KO Position: Q2 2026 in Review

CFC Planning Company increased its Coca-Cola (KO) stake by 11% in Q2 2026, buying an estimated $482K and bringing the position to 59,886 shares worth $4.87M. The position accounts for 2.85% of the portfolio, ranked #12.

CFC Planning Company first reported a position in KO in Q3 2025 and has held it in 4 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • CFC Planning Company held 59,886 shares of Coca-Cola worth $4.87M as of Q2 2026.
  • CFC Planning Company bought 6,102 Coca-Cola shares in Q2 2026, an estimated $482K.
  • Coca-Cola made up 2.85% of CFC Planning Company's portfolio in Q2 2026, its #12 holding.
  • CFC Planning Company first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.