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Planned Solutions’s Coca-Cola KO Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-1,850
Closed -$133K – 400
2024
Q3 		$133K Buy
+1,850
New +$127K 0.05% 164
2024
Q1 		– Sell
-1,800
Closed -$106K – 341
2023
Q4 		$106K Buy
+1,800
New +$102K 0.05% 180
2021
Q1 		– Sell
-2,350
Closed -$129K – 253
2020
Q4 		$129K Sell
2,350
-200
-8% -$10.3K 0.1% 80
2020
Q3 		$126K Buy
+2,550
New +$123K 0.12% 72

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Planned Solutions's KO Position: Q4 2024 in Review

Planned Solutions sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 1,850 shares — an estimated $133K sold.

Planned Solutions first reported a position in KO in Q3 2020 and held it in 4 quarters. The position peaked at $133K in Q3 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

  • Planned Solutions reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,850 Coca-Cola shares in Q4 2024, an estimated $133K.
  • Planned Solutions first reported a position in Coca-Cola in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Coca-Cola position peaked at $133K in Q3 2024.
  • 3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.