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Cornerstone Planning Group’s Coca-Cola KO Stock Holding History

Cornerstone Planning Group’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 		$208K Buy
2,533
+46
+2% +$3.63K 0.03% 170
2026
Q1 		$195K Buy
2,487
+364
+17% +$27.5K 0.03% 172
2025
Q4 		$155K Sell
2,123
-825
-28% -$57.5K 0.02% 163
2025
Q3 		$203K Buy
2,948
+339
+13% +$23.3K 0.03% 135
2025
Q2 		$180K Sell
2,609
-71
-3% -$5.06K 0.04% 95
2025
Q1 		$196K Buy
2,680
+834
+45% +$55.7K 0.05% 86
2024
Q4 		$118K Buy
1,846
+26
+1% +$1.7K 0.03% 103
2024
Q3 		$119K Sell
1,820
-1,282
-41% -$87.8K 0.03% 102
2024
Q2 		$211K Buy
3,102
+1,362
+78% +$84.3K 0.06% 74
2024
Q1 		$108K Sell
1,740
-194
-10% -$11.7K 0.03% 112
2023
Q4 		$114K Sell
1,934
-23
-1% -$1.31K 0.04% 110
2023
Q3 		$110K Buy
1,957
+726
+59% +$43.5K 0.04% 112
2023
Q2 		$74.2K Buy
+1,231
New +$76.6K 0.03% 171
2022
Q4 		$122K Buy
+2,034
New +$123K 0.05% 135

Other funds holding KO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Cornerstone Planning Group's KO Position: Q2 2026 in Review

Cornerstone Planning Group increased its Coca-Cola (KO) stake by 1.8% in Q2 2026, buying an estimated $3.63K and bringing the position to 2,533 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #170.

Cornerstone Planning Group first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $211K in Q2 2024. 2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Cornerstone Planning Group held 2,533 shares of Coca-Cola worth $208K as of Q2 2026.
  • Cornerstone Planning Group bought 46 Coca-Cola shares in Q2 2026, an estimated $3.63K.
  • Coca-Cola made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #170 holding.
  • Cornerstone Planning Group first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Coca-Cola position peaked at $211K in Q2 2024.
  • 2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.