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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CFC Planning Company's KO Position: Q1 2026 in Review

CFC Planning Company increased its Coca-Cola (KO) stake by 15% in Q1 2026, buying an estimated $541K and bringing the position to 53,784 shares worth $4.09M. The position accounts for 2.92% of the portfolio, ranked #12.

CFC Planning Company first reported a position in KO in Q3 2025 and has held it in 3 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • CFC Planning Company held 53,784 shares of Coca-Cola worth $4.09M as of Q1 2026.
  • CFC Planning Company bought 7,153 Coca-Cola shares in Q1 2026, an estimated $541K.
  • Coca-Cola made up 2.92% of CFC Planning Company's portfolio in Q1 2026, its #12 holding.
  • CFC Planning Company first reported a position in Coca-Cola in Q3 2025 and has held it in 3 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.