LF
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LifePlan Financial’s Coca-Cola KO Stock Holding History

LifePlan Financial’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 		$425K Sell
5,232
-1,047
-17% -$82.7K 0.3% 74
2026
Q1 		$478K Sell
6,279
-198
-3% -$15K 0.35% 69
2025
Q4 		$453K Buy
+6,477
New +$452K 0.35% 68

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

LifePlan Financial's KO Position: Q2 2026 in Review

LifePlan Financial reduced its Coca-Cola (KO) stake by 17% in Q2 2026, selling an estimated $82.7K and leaving 5,232 shares worth $425K. The position accounts for 0.3% of the portfolio, ranked #74.

LifePlan Financial first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $478K in Q1 2026. 3,615 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • LifePlan Financial held 5,232 shares of Coca-Cola worth $425K as of Q2 2026.
  • LifePlan Financial sold 1,047 Coca-Cola shares in Q2 2026, an estimated $82.7K.
  • Coca-Cola made up 0.3% of LifePlan Financial's portfolio in Q2 2026, its #74 holding.
  • LifePlan Financial first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • LifePlan Financial's Coca-Cola position peaked at $478K in Q1 2026.
  • 3,615 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.