Ignite Planners’s Coca-Cola KO Stock Holding History

Ignite Planners’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	$1.16M	Buy	14,216 +215	+2%	+$17K	0.16%	148
2026 Q1	$1.07M	Buy	14,001 +588	+4%	+$44.5K	0.16%	143
2025 Q4	$1M	Buy	13,413 +781	+6%	+$54.4K	0.15%	144
2025 Q3	$838K	Sell	12,632 -174	-1%	-$12K	0.14%	156
2025 Q2	$894K	Sell	12,806 -107	-0.8%	-$7.62K	0.16%	144
2025 Q1	$921K	Buy	12,913 +592	+5%	+$39.5K	0.18%	132
2024 Q4	$761K	Sell	12,321 -188	-2%	-$12.3K	0.17%	125
2024 Q3	$899K	Sell	12,509 -14,015	-53%	-$960K	0.21%	101
2024 Q2	$1.69M	Buy	26,524 +46	+0.2%	+$2.85K	0.41%	65
2024 Q1	$1.61M	Sell	26,478 -6,733	-20%	-$404K	0.45%	63
2023 Q4	$1.99M	Sell	33,211 -1,731	-5%	-$98.3K	0.59%	38
2023 Q3	$1.83M	Buy	34,942 +536	+2%	+$32.1K	0.56%	41
2023 Q2	$2.06M	Sell	34,406 -338	-1%	-$21K	0.79%	24
2023 Q1	$2.18M	Buy	34,744 +535	+2%	+$32.4K	0.89%	18
2022 Q4	$2.07M	Sell	34,209 -6,471	-16%	-$391K	0.87%	24
2022 Q3	$2.3M	Buy	40,680 +500	+1%	+$31.1K	1.84%	6
2022 Q2	$2.53M	Sell	40,180 -5,938	-13%	-$376K	2.08%	6
2022 Q1	$3.01M	Buy	46,118 +28,312	+159%	+$1.72M	2.02%	5
2021 Q4	$1.08M	Buy	+17,806	New	+$992K	0.71%	39

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ignite Planners's KO Position: Q2 2026 in Review

Ignite Planners increased its Coca-Cola (KO) stake by 1.5% in Q2 2026, buying an estimated $17K and bringing the position to 14,216 shares worth $1.16M. The position accounts for 0.16% of the portfolio, ranked #148.

Ignite Planners first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.01M in Q1 2022. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Ignite Planners held 14,216 shares of Coca-Cola worth $1.16M as of Q2 2026.
Ignite Planners bought 215 Coca-Cola shares in Q2 2026, an estimated $17K.
Coca-Cola made up 0.16% of Ignite Planners's portfolio in Q2 2026, its #148 holding.
Ignite Planners first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
Ignite Planners's Coca-Cola position peaked at $3.01M in Q1 2022.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.