Estate Planners Group’s Coca-Cola KO Stock Holding History

Estate Planners Group’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	-178	Closed	-$12.4K	–	256
2025 Q4	$12.4K	Buy	+178	New	+$12.4K	0.01%	255

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Estate Planners Group's KO Position: Q1 2026 in Review

Estate Planners Group sold out of Coca-Cola (KO) in Q1 2026, closing a stake of 178 shares — an estimated $12.4K sold.

Estate Planners Group first reported a position in KO in Q4 2025 and held it in 1 quarter. The position peaked at $12.4K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Estate Planners Group reported no remaining Coca-Cola position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 178 Coca-Cola shares in Q1 2026, an estimated $12.4K.
Estate Planners Group first reported a position in Coca-Cola in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Coca-Cola position peaked at $12.4K in Q4 2025.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.