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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
Q2 		$126K Buy
1,549
+1
+0.1% +$79 0.07% 135
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 $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 $3.38T AUM 44.17% 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

Comprehensive Financial Planning's KO Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Coca-Cola (KO) stake by 0.06% in Q2 2026, buying an estimated $79 and bringing the position to 1,549 shares worth $126K. The position accounts for 0.07% of the portfolio, ranked #135.

Comprehensive Financial Planning first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Comprehensive Financial Planning held 1,549 shares of Coca-Cola worth $126K as of Q2 2026.
  • Comprehensive Financial Planning bought 1 Coca-Cola share in Q2 2026, an estimated $79.
  • Coca-Cola made up 0.07% of Comprehensive Financial Planning's portfolio in Q2 2026, its #135 holding.
  • Comprehensive Financial Planning first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.