Plan Group Financial
KO icon

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
Q3 		$434K Sell
4,638
-193
-4% -$16.7K 0.09% 138
2026
Q2 		$393K Sell
4,831
-21
-0.4% -$1.66K 0.08% 141
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Plan Group Financial's KO Position: Q3 2026 in Review

Plan Group Financial reduced its Coca-Cola (KO) stake by 4% in Q3 2026, selling an estimated $16.7K and leaving 4,638 shares worth $434K. The position accounts for 0.09% of the portfolio, ranked #138.

Plan Group Financial first reported a position in KO in Q3 2025 and has held it in 5 quarters since. 1,330 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Plan Group Financial held 4,638 shares of Coca-Cola worth $434K as of Q3 2026.
  • Plan Group Financial sold 193 Coca-Cola shares in Q3 2026, an estimated $16.7K.
  • Coca-Cola made up 0.09% of Plan Group Financial's portfolio in Q3 2026, its #138 holding.
  • Plan Group Financial first reported a position in Coca-Cola in Q3 2025 and has held it in 5 quarters since.
  • 1,330 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.