Mark Sheptoff Financial Planning’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.09M | Sell |
26,638
-2,177
| -8% | -$165K | 1.11% | 20 |
|
|
2025
Q4 | $2.01M | Buy |
28,815
+4
| +0% | +$279 | 0.96% | 22 |
|
|
2025
Q3 | $1.91M | Sell |
28,811
-9
| -0% | -$619 | 0.91% | 23 |
|
|
2025
Q2 | $2.04M | Buy |
28,820
+378
| +1% | +$26.9K | 1.09% | 21 |
|
|
2025
Q1 | $2.04M | Sell |
28,442
-70
| -0.2% | -$4.67K | 1.12% | 23 |
|
|
2024
Q4 | $1.78M | Buy |
28,512
+6
| +0% | +$392 | 0.95% | 23 |
|
|
2024
Q3 | $2.05M | Sell |
28,506
-420
| -1% | -$28.8K | 1.09% | 20 |
|
|
2024
Q2 | $1.84M | Sell |
28,926
-1,280
| -4% | -$79.2K | 1.03% | 22 |
|
|
2024
Q1 | $1.85M | Sell |
30,206
-800
| -3% | -$48.1K | 1.02% | 20 |
|
|
2023
Q4 | $1.83M | Sell |
31,006
-1,700
| -5% | -$96.6K | 1.1% | 21 |
|
|
2023
Q3 | $1.83M | Sell |
32,706
-3,500
| -10% | -$210K | 1.18% | 19 |
|
|
2023
Q2 | $2.18M | Sell |
36,206
-4,433
| -11% | -$276K | 1.24% | 18 |
|
|
2023
Q1 | $2.52M | Sell |
40,639
-200
| -0.5% | -$12.1K | 1.46% | 16 |
|
|
2022
Q4 | $2.6M | Hold |
40,839
| – | – | 1.52% | 15 |
|
|
2022
Q3 | $2.29M | Buy |
40,839
+1,300
| +3% | +$80.8K | 1.39% | 16 |
|
|
2022
Q2 | $2.49M | Buy |
39,539
+300
| +0.8% | +$19K | 1.43% | 16 |
|
|
2022
Q1 | $2.43M | Buy |
39,239
+1,200
| +3% | +$73K | 1.22% | 17 |
|
|
2021
Q4 | $2.25M | Sell |
38,039
-1,173
| -3% | -$65.3K | 1.07% | 19 |
|
|
2021
Q3 | $2.06M | Buy |
39,212
+2,001
| +5% | +$112K | 1.13% | 18 |
|
|
2021
Q2 | $2.01M | Buy |
37,211
+2,202
| +6% | +$120K | 1.08% | 20 |
|
|
2021
Q1 | $1.84M | Buy |
35,009
+1,100
| +3% | +$55.4K | 1.06% | 21 |
|
|
2020
Q4 | $1.86M | Sell |
33,909
-1,385
| -4% | -$71.6K | 1.06% | 22 |
|
|
2020
Q3 | $1.74M | Buy |
35,294
+849
| +2% | +$40.8K | 1.07% | 23 |
|
|
2020
Q2 | $1.54M | Buy |
34,445
+102
| +0.3% | +$4.7K | 1% | 26 |
|
|
2020
Q1 | $1.52M | Buy |
34,343
+7,350
| +27% | +$397K | 1.15% | 22 |
|
|
2019
Q4 | $1.49M | Buy |
26,993
+550
| +2% | +$29.6K | 0.94% | 28 |
|
|
2019
Q3 | $1.44M | Buy |
26,443
+510
| +2% | +$27.3K | 0.97% | 26 |
|
|
2019
Q2 | $1.32M | Sell |
25,933
-500
| -2% | -$24.5K | 0.9% | 29 |
|
|
2019
Q1 | $1.24M | Hold |
26,433
| – | – | 0.89% | 31 |
|
|
2018
Q4 | $1.25M | Sell |
26,433
-1,907
| -7% | -$91.3K | 1.04% | 25 |
|
|
2018
Q3 | $1.31M | Hold |
28,340
| – | – | 0.9% | 31 |
|
|
2018
Q2 | $1.24M | Sell |
28,340
-500
| -2% | -$21.6K | 0.92% | 29 |
|
|
2018
Q1 | $1.25M | Sell |
28,840
-450
| -2% | -$20.2K | 0.87% | 31 |
|
|
2017
Q4 | $1.34M | Hold |
29,290
| – | – | 0.87% | 33 |
|
|
2017
Q3 | $1.32M | Sell |
29,290
-7,761
| -21% | -$353K | 0.88% | 31 |
|
|
2017
Q2 | $1.66M | Sell |
37,051
-23,125
| -38% | -$1.02M | 1.14% | 22 |
|
|
2017
Q1 | $2.55M | Sell |
60,176
-1,049
| -2% | -$43.8K | 1.82% | 13 |
|
|
2016
Q4 | $2.54M | Sell |
61,225
-291
| -0.5% | -$12.1K | 1.88% | 14 |
|
|
2016
Q3 | $2.6M | Buy |
61,516
+3,207
| +6% | +$141K | 1.94% | 13 |
|
|
2016
Q2 | $2.64M | Sell |
58,309
-2,193
| -4% | -$99.1K | 1.98% | 12 |
|
|
2016
Q1 | $2.81M | Sell |
60,502
-14,160
| -19% | -$616K | 2.28% | 10 |
|
|
2015
Q4 | $3.21M | Sell |
74,662
-2,016
| -3% | -$85.6K | 2.6% | 7 |
|
|
2015
Q3 | $3.08M | Sell |
76,678
-109
| -0.1% | -$4.37K | 2.7% | 7 |
|
|
2015
Q2 | $3.01M | Buy |
76,787
+5,437
| +8% | +$221K | 2.44% | 7 |
|
|
2015
Q1 | $2.89M | Sell |
71,350
-1,500
| -2% | -$62.7K | 2.41% | 8 |
|
|
2014
Q4 | $3.08M | Sell |
72,850
-8,699
| -11% | -$372K | 2.72% | 6 |
|
|
2014
Q3 | $3.48M | Sell |
81,549
-5,556
| -6% | -$230K | 3.07% | 4 |
|
|
2014
Q2 | $3.69M | Buy |
87,105
+677
| +0.8% | +$27.5K | 3.15% | 4 |
|
|
2014
Q1 | $3.34M | Buy |
+86,428
| New | +$3.34M | 2.96% | 4 |
|
Other funds holding KO
VCM
VPM
Mark Sheptoff Financial Planning's KO Position: Q1 2026 in Review
Mark Sheptoff Financial Planning reduced its Coca-Cola (KO) stake by 7.6% in Q1 2026, selling an estimated $165K and leaving 26,638 shares worth $2.09M. The position accounts for 1.11% of the portfolio, ranked #20.
Mark Sheptoff Financial Planning first reported a position in KO in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.69M in Q2 2014. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Mark Sheptoff Financial Planning held 26,638 shares of Coca-Cola worth $2.09M as of Q1 2026.
- Mark Sheptoff Financial Planning sold 2,177 Coca-Cola shares in Q1 2026, an estimated $165K.
- Coca-Cola made up 1.11% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #20 holding.
- Mark Sheptoff Financial Planning first reported a position in Coca-Cola in Q1 2014 and has held it in 49 quarters since.
- Mark Sheptoff Financial Planning's Coca-Cola position peaked at $3.69M in Q2 2014.
- 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.