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Essential Planning’s Coca-Cola KO Stock Holding History

Essential 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
Q1 		– Sell
-3,233
Closed -$226K – 90
2025
Q4 		$226K Buy
+3,233
New +$225K 0.07% 88
2025
Q1 		– Sell
-156,515
Closed -$10.2M – 204
2024
Q4 		$10.2M Buy
+156,515
New +$10.2M 0.07% 81
2024
Q2 		– Sell
-3,465
Closed -$204K – 73
2024
Q1 		$204K Hold
3,465
– – 0.1% 62
2023
Q4 		$204K Buy
+3,465
New +$197K 0.1% 61
2023
Q3 		– Sell
-3,944
Closed -$238K – 61
2023
Q2 		$238K Hold
3,944
– – 0.14% 50
2023
Q1 		$245K Sell
3,944
-535
-12% -$32.4K 0.15% 48
2022
Q4 		$254K Buy
+4,479
New +$270K 0.2% 39

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

Essential Planning's KO Position: Q1 2026 in Review

Essential Planning sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 3,233 shares — an estimated $226K sold.

Essential Planning first reported a position in KO in Q4 2022 and held it in 7 quarters. The position peaked at $10.2M in Q4 2024. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Essential Planning reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
  • Essential Planning sold 3,233 Coca-Cola shares in Q1 2026, an estimated $226K.
  • Essential Planning first reported a position in Coca-Cola in Q4 2022 and held it in 7 quarters.
  • Essential Planning's Coca-Cola position peaked at $10.2M in Q4 2024.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.