FWP
KO icon

Falcon Wealth Planning’s Coca-Cola KO Stock Holding History

Falcon Wealth 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 		$515K Buy
6,332
+334
+6% +$26.4K 0.03% 142
2026
Q1 		$456K Buy
5,998
+491
+9% +$37.1K 0.03% 136
2025
Q4 		$385K Buy
5,507
+1,287
+30% +$89.7K 0.03% 143
2025
Q3 		$280K Sell
4,220
-297
-7% -$20.4K 0.03% 154
2025
Q2 		$320K Buy
4,517
+425
+10% +$30.3K 0.03% 135
2025
Q1 		$293K Buy
+4,092
New +$273K 0.03% 139

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return