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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

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

Falcon Wealth Planning's KO Position: Q2 2026 in Review

Falcon Wealth Planning increased its Coca-Cola (KO) stake by 5.6% in Q2 2026, buying an estimated $26.4K and bringing the position to 6,332 shares worth $515K. The position accounts for 0.03% of the portfolio, ranked #142.

Falcon Wealth Planning first reported a position in KO in Q1 2025 and has held it in 6 quarters since. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Falcon Wealth Planning held 6,332 shares of Coca-Cola worth $515K as of Q2 2026.
  • Falcon Wealth Planning bought 334 Coca-Cola shares in Q2 2026, an estimated $26.4K.
  • Coca-Cola made up 0.03% of Falcon Wealth Planning's portfolio in Q2 2026, its #142 holding.
  • Falcon Wealth Planning first reported a position in Coca-Cola in Q1 2025 and has held it in 6 quarters since.
  • 3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.