EFP
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Envision Financial Planning’s Coca-Cola KO Stock Holding History

Envision 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 		$290K Buy
+3,569
New +$282K 0.09% 47

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Envision Financial Planning opened a new position in Coca-Cola (KO) in Q2 2026: 3,569 shares worth $290K. The stake represents 0.09% of the portfolio and ranks #47 among its holdings.

3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Envision Financial Planning held 3,569 shares of Coca-Cola worth $290K as of Q2 2026.
  • Coca-Cola was a new Envision Financial Planning position in Q2 2026.
  • Coca-Cola made up 0.09% of Envision Financial Planning's portfolio in Q2 2026, its #47 holding.
  • 3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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