Creative Planning’s Coca-Cola KO Stock Holding History

Creative 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
2017 Q2	–	Sell	-200	Closed	-$1K	–	4725
2017 Q1	$1K	Sell	200 -100	-33%	-$4.17K	﹤0.01%	4454
2016 Q4	$2K	Buy	300 +200	+200%	+$8.32K	﹤0.01%	4279
2016 Q3	$1K	Hold	100	–	–	﹤0.01%	4396
2016 Q2	$1K	Sell	100 -400	-80%	-$18.1K	﹤0.01%	4171
2016 Q1	$2K	Buy	500 +400	+400%	+$17.4K	﹤0.01%	3957
2015 Q4	$1K	Hold	100	–	–	﹤0.01%	4215
2015 Q3	$1K	Buy	+100	New	+$4K	﹤0.01%	4103
2015 Q1	–	Sell	-2,800	Closed	-$21K	–	4317
2014 Q4	$21K	Sell	2,800 -700	-20%	-$29.9K	﹤0.01%	2608
2014 Q3	$28K	Buy	3,500 +700	+25%	+$28.9K	﹤0.01%	2302
2014 Q2	$23K	Buy	2,800 +300	+12%	+$12.2K	﹤0.01%	2403
2014 Q1	$10K	Buy	+2,500	New	+$96.6K	﹤0.01%	2753

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning's KO Position: Q2 2026 in Review

Creative Planning increased its Coca-Cola (KO) stake by 3.3% in Q2 2026, buying an estimated $6.1M and bringing the position to 2,398,911 shares worth $195M. The position accounts for 0.11% of the portfolio, ranked #86.

Creative Planning first reported a position in KO in Q2 2013 and has held it in 53 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Creative Planning held 2,398,911 shares of Coca-Cola worth $195M as of Q2 2026.
Creative Planning bought 77,242 Coca-Cola shares in Q2 2026, an estimated $6.1M.
Coca-Cola made up 0.11% of Creative Planning's portfolio in Q2 2026, its #86 holding.
Creative Planning first reported a position in Coca-Cola in Q2 2013 and has held it in 53 quarters since.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.