CFP
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Comprehensive Financial Planning’s Coca-Cola KO Stock Holding History

Comprehensive 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
Q1 		$118K Hold
1,548
– – 0.08% 116
2025
Q4 		$108K Buy
1,548
+1,400
+946% +$97.6K 0.07% 128
2025
Q3 		$9.79K Buy
148
+1
+0.7% +$69 0.01% 247
2025
Q2 		$10.4K Hold
147
– – 0.01% 231
2025
Q1 		$10.5K Hold
147
– – 0.01% 211
2024
Q4 		$9.15K Buy
+147
New +$9.6K 0.01% 251

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

Comprehensive Financial Planning's KO Position: Q1 2026 in Review

Comprehensive Financial Planning held its Coca-Cola (KO) position steady in Q1 2026 at 1,548 shares worth $118K. The position accounts for 0.08% of the portfolio, ranked #116.

Comprehensive Financial Planning first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Comprehensive Financial Planning held 1,548 shares of Coca-Cola worth $118K as of Q1 2026.
  • Comprehensive Financial Planning left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.08% of Comprehensive Financial Planning's portfolio in Q1 2026, its #116 holding.
  • Comprehensive Financial Planning first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.