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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phillips Wealth Planners's KO Position: Q1 2026 in Review

Phillips Wealth Planners increased its Coca-Cola (KO) stake by 10% in Q1 2026, buying an estimated $109K and bringing the position to 15,160 shares worth $1.19M. 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 13 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Phillips Wealth Planners held 15,160 shares of Coca-Cola worth $1.19M as of Q1 2026.
  • Phillips Wealth Planners bought 1,440 Coca-Cola shares in Q1 2026, an estimated $109K.
  • Coca-Cola made up 0.9% of Phillips Wealth Planners's portfolio in Q1 2026, its #28 holding.
  • Phillips Wealth Planners first reported a position in Coca-Cola in Q4 2022 and has held it in 13 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.