Creative Planning
KO icon

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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning's KO Position: Q1 2026 in Review

Creative Planning increased its Coca-Cola (KO) stake by 11% in Q1 2026, buying an estimated $16.9M and bringing the position to 2,321,669 shares worth $177M. The position accounts for 0.12% of the portfolio, ranked #82.

Creative Planning first reported a position in KO in Q2 2013 and has held it in 52 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Creative Planning held 2,321,669 shares of Coca-Cola worth $177M as of Q1 2026.
  • Creative Planning bought 223,523 Coca-Cola shares in Q1 2026, an estimated $16.9M.
  • Coca-Cola made up 0.12% of Creative Planning's portfolio in Q1 2026, its #82 holding.
  • Creative Planning first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.