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BFC Planning, Inc.’s Coca-Cola KO Stock Holding History

BFC Planning, Inc.’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 		$5.31M Sell
65,291
-5,286
-7% -$417K 0.22% 101
2026
Q1 		$5.37M Buy
70,577
+3,730
+6% +$282K 0.24% 81
2025
Q4 		$4.67M Buy
66,847
+39,298
+143% +$2.74M 0.21% 99
2025
Q3 		$1.83M Sell
27,549
-261
-0.9% -$18K 0.13% 141
2025
Q2 		$1.97M Sell
27,810
-994
-3% -$70.8K 0.15% 127
2025
Q1 		$2.06M Sell
28,804
-950
-3% -$63.4K 0.18% 106
2024
Q4 		$1.85M Buy
+29,754
New +$1.94M 0.15% 117

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s KO Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Coca-Cola (KO) stake by 7.5% in Q2 2026, selling an estimated $417K and leaving 65,291 shares worth $5.31M. The position accounts for 0.22% of the portfolio, ranked #101.

BFC Planning, Inc. first reported a position in KO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.37M in Q1 2026. 3,663 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • BFC Planning, Inc. held 65,291 shares of Coca-Cola worth $5.31M as of Q2 2026.
  • BFC Planning, Inc. sold 5,286 Coca-Cola shares in Q2 2026, an estimated $417K.
  • Coca-Cola made up 0.22% of BFC Planning, Inc.'s portfolio in Q2 2026, its #101 holding.
  • BFC Planning, Inc. first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Coca-Cola position peaked at $5.37M in Q1 2026.
  • 3,663 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.