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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
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

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

Plan Group Financial's KO Position: Q2 2026 in Review

Plan Group Financial reduced its Coca-Cola (KO) stake by 0.43% in Q2 2026, selling an estimated $1.66K and leaving 4,831 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #141.

Plan Group Financial first reported a position in KO in Q3 2025 and has held it in 4 quarters since. 3,637 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Plan Group Financial held 4,831 shares of Coca-Cola worth $393K as of Q2 2026.
  • Plan Group Financial sold 21 Coca-Cola shares in Q2 2026, an estimated $1.66K.
  • Coca-Cola made up 0.08% of Plan Group Financial's portfolio in Q2 2026, its #141 holding.
  • Plan Group Financial first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
  • 3,637 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.