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 Q2	$16.7K	Buy	206 +1	+0.5%	+$79	0.01%	210
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Game Plan Financial Advisors's KO Position: Q2 2026 in Review

Game Plan Financial Advisors increased its Coca-Cola (KO) stake by 0.49% in Q2 2026, buying an estimated $79 and bringing the position to 206 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #210.

Game Plan Financial Advisors first reported a position in KO in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.4M in Q2 2022. 3,633 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Game Plan Financial Advisors held 206 shares of Coca-Cola worth $16.7K as of Q2 2026.
Game Plan Financial Advisors bought 1 Coca-Cola share in Q2 2026, an estimated $79.
Coca-Cola made up 0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #210 holding.
Game Plan Financial Advisors first reported a position in Coca-Cola in Q2 2022 and has held it in 13 quarters since.
Game Plan Financial Advisors's Coca-Cola position peaked at $1.4M in Q2 2022.
3,633 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.