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Kerr Financial Planning’s Coca-Cola KO Stock Holding History

Kerr Financial Planning’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 		$32.2K Buy
397
+50
+14% +$3.95K 0.04% 221
2026
Q1 		$27.7K Sell
347
-52
-13% -$3.93K 0.02% 238
2025
Q4 		$31.5K Sell
399
-37
-8% -$2.58K 0.04% 230
2025
Q3 		$31.1K Buy
+436
New +$30K 0.04% 213

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

Kerr Financial Planning's KO Position: Q2 2026 in Review

Kerr Financial Planning increased its Coca-Cola (KO) stake by 14% in Q2 2026, buying an estimated $3.95K and bringing the position to 397 shares worth $32.2K. The position accounts for 0.04% of the portfolio, ranked #221.

Kerr Financial Planning first reported a position in KO in Q3 2025 and has held it in 4 quarters since. 3,618 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Kerr Financial Planning held 397 shares of Coca-Cola worth $32.2K as of Q2 2026.
  • Kerr Financial Planning bought 50 Coca-Cola shares in Q2 2026, an estimated $3.95K.
  • Coca-Cola made up 0.04% of Kerr Financial Planning's portfolio in Q2 2026, its #221 holding.
  • Kerr Financial Planning first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
  • 3,618 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.