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

Keystone 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 		$2.9M Sell
35,690
-7
-0% -$553 0.75% 21
2026
Q1 		$2.71M Hold
35,697
– – 0.73% 21
2025
Q4 		$2.5M Sell
35,697
-499
-1% -$34.8K 0.72% 24
2025
Q3 		$2.4M Hold
36,196
– – 0.7% 24
2025
Q2 		$2.56M Sell
36,196
-881
-2% -$62.8K 0.77% 21
2025
Q1 		$2.66M Hold
37,077
– – 0.79% 25
2024
Q4 		$2.31M Sell
37,077
-240
-0.6% -$15.7K 0.72% 27
2024
Q3 		$2.68M Sell
37,317
-130
-0.3% -$8.9K 0.81% 24
2024
Q2 		$2.38M Sell
37,447
-482
-1% -$29.8K 0.79% 26
2024
Q1 		$2.32M Sell
37,929
-84
-0.2% -$5.05K 0.75% 29
2023
Q4 		$2.24M Buy
38,013
+369
+1% +$21K 0.74% 29
2023
Q3 		$2.11M Sell
37,644
-116
-0.3% -$6.96K 0.74% 28
2023
Q2 		$2.27M Buy
37,760
+172
+0.5% +$10.7K 0.76% 28
2023
Q1 		$2.33M Sell
37,588
-320
-0.8% -$19.4K 0.79% 29
2022
Q4 		$2.41M Hold
37,908
– – 0.81% 31
2022
Q3 		$2.12M Sell
37,908
-142
-0.4% -$8.82K 0.82% 31
2022
Q2 		$2.39M Sell
38,050
-4,448
-10% -$282K 0.84% 32
2022
Q1 		$2.63M Sell
42,498
-2,498
-6% -$152K 0.88% 32
2021
Q4 		$2.66M Sell
44,996
-3,226
-7% -$180K 0.91% 32
2021
Q3 		$2.53M Buy
48,222
+2,501
+5% +$139K 0.92% 28
2021
Q2 		$2.47M Sell
45,721
-626
-1% -$34.1K 0.9% 25
2021
Q1 		$2.44M Sell
46,347
-220
-0.5% -$11.1K 0.91% 25
2020
Q4 		$2.55M Buy
46,567
+475
+1% +$24.6K 1.06% 24
2020
Q3 		$2.28M Buy
46,092
+197
+0.4% +$9.47K 1.1% 26
2020
Q2 		$2.05M Sell
45,895
-2,084
-4% -$96K 1.01% 30
2020
Q1 		$2.12M Sell
47,979
-105,013
-69% -$5.67M 1.22% 27
2019
Q4 		$8.47M Sell
152,992
-304
-0.2% -$16.3K 3.78% 4
2019
Q3 		$8.35M Sell
153,296
-3,856
-2% -$206K 3.98% 4
2019
Q2 		$8M Sell
157,152
-329
-0.2% -$16.1K 3.92% 5
2019
Q1 		$7.38M Buy
157,481
+3,444
+2% +$161K 3.64% 8
2018
Q4 		$7.29M Buy
154,037
+1,989
+1% +$95.2K 4.08% 5
2018
Q3 		$7.02M Buy
152,048
+2,159
+1% +$98.6K 3.59% 8
2018
Q2 		$6.57M Buy
149,889
+2,431
+2% +$105K 3.62% 8
2018
Q1 		$6.4M Buy
147,458
+10,455
+8% +$470K 3.57% 8
2017
Q4 		$6.29M Buy
137,003
+8,732
+7% +$401K 3.35% 16
2017
Q3 		$5.77M Buy
128,271
+1,971
+2% +$89.7K 3.27% 12
2017
Q2 		$5.67M Buy
126,300
+5,867
+5% +$259K 3.43% 10
2017
Q1 		$5.11M Buy
120,433
+2,465
+2% +$103K 3.18% 15
2016
Q4 		$4.89M Buy
117,968
+3,013
+3% +$125K 3.2% 12
2016
Q3 		$4.87M Buy
114,955
+4,397
+4% +$193K 3.2% 17
2016
Q2 		$5.01M Buy
110,558
+2,532
+2% +$114K 3.39% 14
2016
Q1 		$5.01M Sell
108,026
-8,393
-7% -$365K 3.59% 9
2015
Q4 		$5M Sell
116,419
-65
-0.1% -$2.76K 3.79% 9
2015
Q3 		$4.67M Buy
116,484
+884
+0.8% +$35.4K 3.78% 5
2015
Q2 		$4.54M Buy
115,600
+371
+0.3% +$15.1K 3.47% 12
2015
Q1 		$4.67M Buy
115,229
+1,190
+1% +$49.8K 3.55% 12
2014
Q4 		$4.82M Sell
114,039
-257
-0.2% -$11K 3.55% 11
2014
Q3 		$4.88M Buy
114,296
+992
+0.9% +$41K 3.68% 8
2014
Q2 		$4.8M Buy
113,304
+1,792
+2% +$72.7K 3.62% 10
2014
Q1 		$4.31M Buy
111,512
+18,433
+20% +$712K 3.34% 13
2013
Q4 		$3.85M Buy
+93,079
New +$3.67M 3.08% 17

Other funds holding KO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Keystone Financial Planning reduced its Coca-Cola (KO) stake by 0.02% in Q2 2026, selling an estimated $553 and leaving 35,690 shares worth $2.9M. The position accounts for 0.75% of the portfolio, ranked #21.

Keystone Financial Planning first reported a position in KO in Q4 2013 and has held it in 51 quarters since. The position peaked at $8.47M in Q4 2019. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Keystone Financial Planning held 35,690 shares of Coca-Cola worth $2.9M as of Q2 2026.
  • Keystone Financial Planning sold 7 Coca-Cola shares in Q2 2026, an estimated $553.
  • Coca-Cola made up 0.75% of Keystone Financial Planning's portfolio in Q2 2026, its #21 holding.
  • Keystone Financial Planning first reported a position in Coca-Cola in Q4 2013 and has held it in 51 quarters since.
  • Keystone Financial Planning's Coca-Cola position peaked at $8.47M in Q4 2019.
  • 681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.