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Phillips Wealth Planners’s Coca-Cola KO Stock Holding History

Phillips Wealth Planners’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 		$1.22M Sell
14,508
-652
-4% -$51.5K 0.9% 28
2026
Q1 		$1.19M Buy
15,160
+1,440
+10% +$109K 0.9% 28
2025
Q4 		$988K Buy
13,720
+533
+4% +$37.2K 0.79% 36
2025
Q3 		$872K Buy
13,187
+548
+4% +$37.7K 0.72% 39
2025
Q2 		$888K Buy
12,639
+1,982
+19% +$141K 0.8% 32
2025
Q1 		$761K Buy
10,657
+6,940
+187% +$463K 0.8% 35
2024
Q4 		$227K Buy
3,717
+315
+9% +$20.6K 0.23% 159
2024
Q3 		$240K Buy
3,402
+79
+2% +$5.41K 0.23% 161
2024
Q2 		$209K Buy
+3,323
New +$206K 0.22% 173
2024
Q1 		– Sell
-4,543
Closed -$273K – 181
2023
Q4 		$273K Sell
4,543
-7,173
-61% -$407K 0.33% 115
2023
Q3 		$637K Buy
11,716
+1,355
+13% +$81.3K 0.86% 35
2023
Q2 		$624K Buy
10,361
+656
+7% +$40.8K 0.82% 39
2023
Q1 		$624K Buy
9,705
+1,083
+13% +$65.6K 0.82% 40
2022
Q4 		$522K Buy
+8,622
New +$521K 0.91% 39

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

Phillips Wealth Planners's KO Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Coca-Cola (KO) stake by 4.3% in Q2 2026, selling an estimated $51.5K and leaving 14,508 shares worth $1.22M. The position accounts for 0.9% of the portfolio, ranked #28.

Phillips Wealth Planners first reported a position in KO in Q4 2022 and has held it in 14 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Phillips Wealth Planners held 14,508 shares of Coca-Cola worth $1.22M as of Q2 2026.
  • Phillips Wealth Planners sold 652 Coca-Cola shares in Q2 2026, an estimated $51.5K.
  • Coca-Cola made up 0.9% of Phillips Wealth Planners's portfolio in Q2 2026, its #28 holding.
  • Phillips Wealth Planners first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.