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Plancorp LLC’s Coca-Cola KO Stock Holding History

Plancorp LLC’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 		$1.43M Sell
17,005
-566
-3% -$44.7K 0.04% 172
2026
Q1 		$1.36M Buy
17,571
+1,846
+12% +$140K 0.04% 136
2025
Q4 		$1.1M Buy
15,725
+128
+0.8% +$8.92K 0.03% 147
2025
Q3 		$1.03M Sell
15,597
-2,182
-12% -$150K 0.03% 155
2025
Q2 		$1.26M Buy
17,779
+1,315
+8% +$93.7K 0.04% 137
2025
Q1 		$1.18M Buy
16,464
+3,416
+26% +$228K 0.05% 134
2024
Q4 		$812K Buy
13,048
+1,140
+10% +$74.4K 0.03% 147
2024
Q3 		$856K Buy
11,908
+349
+3% +$23.9K 0.03% 144
2024
Q2 		$736K Sell
11,559
-223
-2% -$13.8K 0.03% 147
2024
Q1 		$721K Sell
11,782
-1,518
-11% -$91.2K 0.03% 147
2023
Q4 		$784K Sell
13,300
-1,671
-11% -$94.9K 0.04% 126
2023
Q3 		$838K Buy
14,971
+74
+0.5% +$4.44K 0.04% 118
2023
Q2 		$897K Buy
14,897
+164
+1% +$10.2K 0.05% 113
2023
Q1 		$914K Buy
14,733
+3,309
+29% +$200K 0.05% 115
2022
Q4 		$727K Sell
11,424
-52
-0.5% -$3.14K 0.04% 120
2022
Q3 		$643K Sell
11,476
-208
-2% -$12.9K 0.04% 120
2022
Q2 		$735K Buy
11,684
+338
+3% +$21.4K 0.05% 113
2022
Q1 		$703K Buy
11,346
+544
+5% +$33.1K 0.05% 128
2021
Q4 		$640K Buy
10,802
+230
+2% +$12.8K 0.04% 128
2021
Q3 		$555K Buy
10,572
+1,963
+23% +$109K 0.04% 126
2021
Q2 		$466K Sell
8,609
-240
-3% -$13.1K 0.04% 139
2021
Q1 		$466K Buy
8,849
+280
+3% +$14.1K 0.1% 127
2020
Q4 		$470K Sell
8,569
-229
-3% -$11.8K 0.12% 120
2020
Q3 		$434K Buy
8,798
+454
+5% +$21.8K 0.13% 110
2020
Q2 		$373K Sell
8,344
-695
-8% -$32K 0.11% 120
2020
Q1 		$400K Sell
9,039
-435
-5% -$23.5K 0.15% 102
2019
Q4 		$524K Buy
9,474
+434
+5% +$23.3K 0.16% 102
2019
Q3 		$492K Sell
9,040
-180
-2% -$9.64K 0.19% 91
2019
Q2 		$469K Sell
9,220
-397
-4% -$19.5K 0.19% 94
2019
Q1 		$451K Buy
9,617
+2,519
+35% +$118K 0.17% 103
2018
Q4 		$336K Buy
7,098
+144
+2% +$6.89K 0.15% 111
2018
Q3 		$321K Sell
6,954
-200
-3% -$9.14K 0.13% 122
2018
Q2 		$314K Sell
7,154
-38
-0.5% -$1.64K 0.13% 124
2018
Q1 		$313K Sell
7,192
-206
-3% -$9.25K 0.1% 120
2017
Q4 		$341K Sell
7,398
-1,350
-15% -$62.1K 0.11% 121
2017
Q3 		$394K Sell
8,748
-5,350
-38% -$243K 0.12% 106
2017
Q2 		$632K Hold
14,098
– – 0.19% 82
2017
Q1 		$598K Hold
14,098
– – 0.17% 86
2016
Q4 		$585K Buy
14,098
+3,776
+37% +$157K 0.17% 84
2016
Q3 		$437K Buy
+10,322
New +$452K 0.28% 60
2015
Q2 		– Sell
-5,099
Closed -$207K – 93
2015
Q1 		$207K Buy
+5,099
New +$213K 0.21% 89
2014
Q4 		– Sell
-8,725
Closed -$371K – 86
2014
Q3 		$371K Buy
+8,725
New +$361K 0.39% 60
2014
Q2 		– Sell
-8,125
Closed -$312K – 94
2014
Q1 		$312K Buy
8,125
+4
+0% +$155 0.21% 79
2013
Q4 		$336K Buy
+8,121
New +$320K 0.29% 63

Other funds holding KO

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Plancorp LLC's KO Position: Q2 2026 in Review

Plancorp LLC reduced its Coca-Cola (KO) stake by 3.2% in Q2 2026, selling an estimated $44.7K and leaving 17,005 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #172.

Plancorp LLC first reported a position in KO in Q4 2013 and has held it in 44 quarters since. 1,083 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Plancorp LLC held 17,005 shares of Coca-Cola worth $1.43M as of Q2 2026.
  • Plancorp LLC sold 566 Coca-Cola shares in Q2 2026, an estimated $44.7K.
  • Coca-Cola made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #172 holding.
  • Plancorp LLC first reported a position in Coca-Cola in Q4 2013 and has held it in 44 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.