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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
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 $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

Intrepid Financial Planning Group's KO Position: Q1 2026 in Review

Intrepid Financial Planning Group held its Coca-Cola (KO) position steady in Q1 2026 at 2,924 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #115.

Intrepid Financial Planning Group first reported a position in KO in Q2 2024 and has held it in 7 quarters since. The position peaked at $227K in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Intrepid Financial Planning Group held 2,924 shares of Coca-Cola worth $222K as of Q1 2026.
  • Intrepid Financial Planning Group left its Coca-Cola share count unchanged in Q1 2026.
  • Coca-Cola made up 0.09% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #115 holding.
  • Intrepid Financial Planning Group first reported a position in Coca-Cola in Q2 2024 and has held it in 7 quarters since.
  • Intrepid Financial Planning Group's Coca-Cola position peaked at $227K in Q3 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.