Game Plan Financial Advisors’s Coca-Cola KO Stock Holding History

Game Plan Financial Advisors’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	$15.6K	Buy	205 +4	+2%	+$302	0.01%	188
2025 Q4	$14.1K	Buy	201 +1	+0.5%	+$70	0.01%	191
2025 Q3	$13.3K	Hold	200	–	–	0.01%	207
2025 Q2	$14.2K	Hold	200	–	–	0.01%	212
2025 Q1	$14.3K	Hold	200	–	–	0.01%	206
2024 Q4	$12.4K	Sell	200 -175	-47%	-$11.4K	0.01%	221
2024 Q3	$26.9K	Hold	375	–	–	0.01%	168
2024 Q2	$23.9K	Sell	375 -5	-1%	-$310	0.01%	181
2024 Q1	$23.2K	Buy	380 +180	+90%	+$10.8K	0.01%	195
2023 Q4	$11.8K	Buy	+200	New	+$11.4K	0.01%	239
2022 Q4	–	Sell	-21,295	Closed	-$1.19M	–	97
2022 Q3	$1.19M	Sell	21,295 -1,225	-5%	-$76.1K	1.01%	34
2022 Q2	$1.4M	Buy	+22,520	New	+$1.43M	1.13%	31

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

Game Plan Financial Advisors's KO Position: Q1 2026 in Review

Game Plan Financial Advisors increased its Coca-Cola (KO) stake by 2% in Q1 2026, buying an estimated $302 and bringing the position to 205 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #188.

Game Plan Financial Advisors first reported a position in KO in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.4M in Q2 2022. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Game Plan Financial Advisors held 205 shares of Coca-Cola worth $15.6K as of Q1 2026.
Game Plan Financial Advisors bought 4 Coca-Cola shares in Q1 2026, an estimated $302.
Coca-Cola made up 0.01% of Game Plan Financial Advisors's portfolio in Q1 2026, its #188 holding.
Game Plan Financial Advisors first reported a position in Coca-Cola in Q2 2022 and has held it in 12 quarters since.
Game Plan Financial Advisors's Coca-Cola position peaked at $1.4M in Q2 2022.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.