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Financial Life Planners’s Coca-Cola KO Stock Holding History

Financial Life Planners’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 		$90.9K Buy
1,119
+1
+0.1% +$79 0.06% 95
2026
Q1 		$85K Buy
+1,118
New +$84.5K 0.07% 88
2025
Q4 		– Sell
-1,116
Closed -$74K – 199
2025
Q3 		$74K Buy
+1,116
New +$76.8K 0.05% 106
2025
Q2 		– Sell
-1,407
Closed -$101K – 73
2025
Q1 		$101K Sell
1,407
-244
-15% -$16.3K 0.1% 83
2024
Q4 		$103K Buy
+1,651
New +$108K 0.09% 72

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Financial Life Planners's KO Position: Q2 2026 in Review

Financial Life Planners increased its Coca-Cola (KO) stake by 0.09% in Q2 2026, buying an estimated $79 and bringing the position to 1,119 shares worth $90.9K. The position accounts for 0.06% of the portfolio, ranked #95.

Financial Life Planners first reported a position in KO in Q4 2024 and has held it in 5 quarters since. The position peaked at $103K in Q4 2024. 1,739 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Financial Life Planners held 1,119 shares of Coca-Cola worth $90.9K as of Q2 2026.
  • Financial Life Planners bought 1 Coca-Cola share in Q2 2026, an estimated $79.
  • Coca-Cola made up 0.06% of Financial Life Planners's portfolio in Q2 2026, its #95 holding.
  • Financial Life Planners first reported a position in Coca-Cola in Q4 2024 and has held it in 5 quarters since.
  • Financial Life Planners's Coca-Cola position peaked at $103K in Q4 2024.
  • 1,739 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.