PGF
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Plan Group Financial’s Coca-Cola KO Stock Holding History

Plan Group 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
Q1 		$369K Buy
4,852
+35
+0.7% +$2.65K 0.09% 144
2025
Q4 		$337K Sell
4,817
-145
-3% -$10.1K 0.09% 142
2025
Q3 		$329K Buy
+4,962
New +$342K 0.09% 140

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

Plan Group Financial's KO Position: Q1 2026 in Review

Plan Group Financial increased its Coca-Cola (KO) stake by 0.73% in Q1 2026, buying an estimated $2.65K and bringing the position to 4,852 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #144.

Plan Group Financial first reported a position in KO in Q3 2025 and has held it in 3 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Plan Group Financial held 4,852 shares of Coca-Cola worth $369K as of Q1 2026.
  • Plan Group Financial bought 35 Coca-Cola shares in Q1 2026, an estimated $2.65K.
  • Coca-Cola made up 0.09% of Plan Group Financial's portfolio in Q1 2026, its #144 holding.
  • Plan Group Financial first reported a position in Coca-Cola in Q3 2025 and has held it in 3 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.