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Intrepid Financial Planning Group’s Coca-Cola KO Stock Holding History

Intrepid Financial Planning Group’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 		$238K Hold
2,924
– – 0.08% 119
2026
Q1 		$222K Hold
2,924
– – 0.09% 115
2025
Q4 		$204K Sell
2,924
-238
-8% -$16.6K 0.08% 115
2025
Q3 		$210K Hold
3,162
– – 0.08% 119
2025
Q2 		$224K Hold
3,162
– – 0.09% 110
2025
Q1 		$226K Buy
+3,162
New +$211K 0.1% 105
2024
Q4 		– Sell
-3,162
Closed -$227K – 126
2024
Q3 		$227K Hold
3,162
– – 0.1% 111
2024
Q2 		$201K Buy
+3,162
New +$196K 0.09% 116

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

Intrepid Financial Planning Group's KO Position: Q2 2026 in Review

Intrepid Financial Planning Group held its Coca-Cola (KO) position steady in Q2 2026 at 2,924 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #119.

Intrepid Financial Planning Group first reported a position in KO in Q2 2024 and has held it in 8 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Intrepid Financial Planning Group held 2,924 shares of Coca-Cola worth $238K as of Q2 2026.
  • Intrepid Financial Planning Group left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.08% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #119 holding.
  • Intrepid Financial Planning Group first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.