CPC
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Consolidated Planning Corp’s Coca-Cola KO Stock Holding History

Consolidated Planning Corp’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 		$2.59M Sell
31,818
-2,336
-7% -$184K 0.35% 50
2026
Q1 		$2.6M Buy
34,154
+4,457
+15% +$337K 0.42% 42
2025
Q4 		$2.08M Buy
29,697
+430
+1% +$30K 0.21% 102
2025
Q3 		$1.94M Sell
29,267
-1,380
-5% -$95K 0.2% 104
2025
Q2 		$2.17M Sell
30,647
-2,183
-7% -$156K 0.27% 85
2025
Q1 		$2.35M Sell
32,830
-1,998
-6% -$133K 0.32% 79
2024
Q4 		$2.17M Buy
34,828
+3,985
+13% +$260K 0.3% 73
2024
Q3 		$2.22M Buy
30,843
+452
+1% +$31K 0.33% 72
2024
Q2 		$1.93M Sell
30,391
-1,802
-6% -$112K 0.32% 75
2024
Q1 		$1.97M Sell
32,193
-767
-2% -$46.1K 0.34% 73
2023
Q4 		$1.94M Sell
32,960
-104,763
-76% -$5.95M 0.36% 71
2023
Q3 		$7.71M Buy
137,723
+120
+0.1% +$7.2K 1.71% 11
2023
Q2 		$8.29M Buy
137,603
+3,160
+2% +$197K 1.74% 13
2023
Q1 		$8.34M Buy
134,443
+17,426
+15% +$1.06M 2.16% 9
2022
Q4 		$7.44M Buy
117,017
+2,457
+2% +$148K 2.06% 10
2022
Q3 		$6.42M Buy
114,560
+84,882
+286% +$5.28M 2% 10
2022
Q2 		$1.87M Buy
29,678
+1,000
+3% +$63.4K 0.58% 49
2022
Q1 		$1.78M Sell
28,678
-3,790
-12% -$230K 1.23% 14
2021
Q4 		$1.92M Sell
32,468
-416
-1% -$23.2K 1.24% 14
2021
Q3 		$1.73M Sell
32,884
-378
-1% -$21.1K 1.12% 13
2021
Q2 		$1.8M Sell
33,262
-2,169
-6% -$118K 1.33% 13
2021
Q1 		$1.87M Sell
35,431
-560
-2% -$28.2K 1.19% 13
2020
Q4 		$1.97M Buy
35,991
+1,913
+6% +$98.9K 1.29% 15
2020
Q3 		$1.68M Buy
34,078
+2,814
+9% +$135K 1.25% 14
2020
Q2 		$1.4M Buy
31,264
+190
+0.6% +$8.75K 1.37% 13
2020
Q1 		$1.38M Sell
31,074
-1,624
-5% -$87.7K 1.72% 10
2019
Q4 		$1.81M Buy
+32,698
New +$1.76M 1.79% 8

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

Consolidated Planning Corp's KO Position: Q2 2026 in Review

Consolidated Planning Corp reduced its Coca-Cola (KO) stake by 6.8% in Q2 2026, selling an estimated $184K and leaving 31,818 shares worth $2.59M. The position accounts for 0.35% of the portfolio, ranked #50.

Consolidated Planning Corp first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.34M in Q1 2023. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Consolidated Planning Corp held 31,818 shares of Coca-Cola worth $2.59M as of Q2 2026.
  • Consolidated Planning Corp sold 2,336 Coca-Cola shares in Q2 2026, an estimated $184K.
  • Coca-Cola made up 0.35% of Consolidated Planning Corp's portfolio in Q2 2026, its #50 holding.
  • Consolidated Planning Corp first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • Consolidated Planning Corp's Coca-Cola position peaked at $8.34M in Q1 2023.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.