Cornerstone Planning’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.73M Buy
45,939
+881
+2% +$69.6K 0.86% 36
2026
Q1
$3.43M Buy
45,058
+433
+1% +$32.7K 0.77% 41
2025
Q4
$3.13M Buy
+44,625
New +$3.11M 0.73% 50
2024
Q4
$1.72M Buy
+27,663
New +$1.81M 0.66% 53

Other funds holding KO

Cornerstone Planning's KO Position: Q2 2026 in Review

Cornerstone Planning increased its Coca-Cola (KO) stake by 2% in Q2 2026, buying an estimated $69.6K and bringing the position to 45,939 shares worth $3.73M. The position accounts for 0.86% of the portfolio, ranked #36.

Cornerstone Planning first reported a position in KO in Q4 2024 and has held it in 4 quarters since. 3,610 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Cornerstone Planning held 45,939 shares of Coca-Cola worth $3.73M as of Q2 2026.
  • Cornerstone Planning bought 881 Coca-Cola shares in Q2 2026, an estimated $69.6K.
  • Coca-Cola made up 0.86% of Cornerstone Planning's portfolio in Q2 2026, its #36 holding.
  • Cornerstone Planning first reported a position in Coca-Cola in Q4 2024 and has held it in 4 quarters since.
  • 3,610 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.