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Journey Retirement Planning & Investment Management’s Coca-Cola KO Stock Holding History

Journey Retirement Planning & Investment Management’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 		$822K Buy
10,113
+1,326
+15% +$105K 0.64% 40
2026
Q1 		$668K Sell
8,787
-18,945
-68% -$1.43M 0.59% 52
2025
Q4 		$1.94M Buy
+27,732
New +$1.93M 0.4% 68

Other funds holding KO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Journey Retirement Planning & Investment Management's KO Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Coca-Cola (KO) stake by 15% in Q2 2026, buying an estimated $105K and bringing the position to 10,113 shares worth $822K. The position accounts for 0.64% of the portfolio, ranked #40.

Journey Retirement Planning & Investment Management first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.94M in Q4 2025. 2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 10,113 shares of Coca-Cola worth $822K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 1,326 Coca-Cola shares in Q2 2026, an estimated $105K.
  • Coca-Cola made up 0.64% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #40 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Coca-Cola position peaked at $1.94M in Q4 2025.
  • 2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.