HP
KO icon

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
Q2 		$840K Buy
10,340
+502
+5% +$39.6K 0.13% 146
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 $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 $3.37T AUM 44.26% 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

Holistic Planning's KO Position: Q2 2026 in Review

Holistic Planning increased its Coca-Cola (KO) stake by 5.1% in Q2 2026, buying an estimated $39.6K and bringing the position to 10,340 shares worth $840K. The position accounts for 0.13% of the portfolio, ranked #146.

Holistic Planning first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Holistic Planning held 10,340 shares of Coca-Cola worth $840K as of Q2 2026.
  • Holistic Planning bought 502 Coca-Cola shares in Q2 2026, an estimated $39.6K.
  • Coca-Cola made up 0.13% of Holistic Planning's portfolio in Q2 2026, its #146 holding.
  • Holistic Planning first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.