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Holistic Planning’s Coca-Cola KO Stock Holding History

Holistic 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
Q1 		$748K Sell
9,838
-189
-2% -$14.3K 0.15% 129
2025
Q4 		$701K Buy
10,027
+2,026
+25% +$141K 0.15% 128
2025
Q3 		$531K Buy
8,001
+36
+0.5% +$2.48K 0.14% 120
2025
Q2 		$564K Buy
7,965
+2,991
+60% +$213K 0.16% 112
2025
Q1 		$356K Sell
4,974
-807
-14% -$53.9K 0.12% 124
2024
Q4 		$360K Buy
5,781
+76
+1% +$4.96K 0.13% 114
2024
Q3 		$410K Buy
5,705
+483
+9% +$33.1K 0.17% 95
2024
Q2 		$319K Hold
5,222
– – 0.25% 81
2024
Q1 		$319K Sell
5,222
-165
-3% -$9.91K 0.24% 81
2023
Q4 		$317K Buy
+5,387
New +$306K 0.27% 82

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Holistic Planning's KO Position: Q1 2026 in Review

Holistic Planning reduced its Coca-Cola (KO) stake by 1.9% in Q1 2026, selling an estimated $14.3K and leaving 9,838 shares worth $748K. The position accounts for 0.15% of the portfolio, ranked #129.

Holistic Planning first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Holistic Planning held 9,838 shares of Coca-Cola worth $748K as of Q1 2026.
  • Holistic Planning sold 189 Coca-Cola shares in Q1 2026, an estimated $14.3K.
  • Coca-Cola made up 0.15% of Holistic Planning's portfolio in Q1 2026, its #129 holding.
  • Holistic Planning first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.