Investment Planning Advisors’s Coca-Cola KO Stock Holding History

Investment Planning Advisors’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	$289K	Buy	3,558 +79	+2%	+$6.24K	0.07%	100
2026 Q1	$265K	Sell	3,479 -100	-3%	-$7.56K	0.07%	91
2025 Q4	$250K	Buy	3,579 +243	+7%	+$16.9K	0.07%	85
2025 Q3	$221K	Buy	3,336 +6	+0.2%	+$413	0.07%	84
2025 Q2	$236K	Hold	3,330	–	–	0.08%	72
2025 Q1	$238K	Buy	3,330 +99	+3%	+$6.61K	0.1%	67
2024 Q4	$201K	Buy	3,231 +7	+0.2%	+$457	0.09%	62
2024 Q3	$205K	Hold	3,224	–	–	0.1%	58
2024 Q2	$205K	Buy	+3,224	New	+$200K	0.1%	58

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

Investment Planning Advisors's KO Position: Q2 2026 in Review

Investment Planning Advisors increased its Coca-Cola (KO) stake by 2.3% in Q2 2026, buying an estimated $6.24K and bringing the position to 3,558 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #100.

Investment Planning Advisors first reported a position in KO in Q2 2024 and has held it in 9 quarters since. 1,773 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Investment Planning Advisors held 3,558 shares of Coca-Cola worth $289K as of Q2 2026.
Investment Planning Advisors bought 79 Coca-Cola shares in Q2 2026, an estimated $6.24K.
Coca-Cola made up 0.07% of Investment Planning Advisors's portfolio in Q2 2026, its #100 holding.
Investment Planning Advisors first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
1,773 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.