Elser Financial Planning’s Coca-Cola KO Stock Holding History

Elser Financial 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
2026 Q2	–	Sell	-15,985	Closed	-$1.23M	–	132
2026 Q1	$1.23M	Sell	15,985 -158	-1%	-$11.9K	0.06%	46
2025 Q4	$1.13M	Buy	+16,143	New	+$1.13M	0.82%	21

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

Elser Financial Planning's KO Position: Q2 2026 in Review

Elser Financial Planning sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 15,985 shares — an estimated $1.23M sold.

Elser Financial Planning first reported a position in KO in Q4 2025 and held it in 2 quarters. The position peaked at $1.23M in Q1 2026. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Elser Financial Planning reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
Elser Financial Planning sold 15,985 Coca-Cola shares in Q2 2026, an estimated $1.23M.
Elser Financial Planning first reported a position in Coca-Cola in Q4 2025 and held it in 2 quarters.
Elser Financial Planning's Coca-Cola position peaked at $1.23M in Q1 2026.
3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.