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Planning Center Inc’s Coca-Cola KO Stock Holding History

Planning Center Inc’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 		$433K Buy
5,333
+15
+0.3% +$1.19K 0.04% 56
2026
Q1 		$404K Buy
5,318
+2
+0% +$151 0.04% 53
2025
Q4 		$372K Sell
5,316
-83
-2% -$5.79K 0.04% 53
2025
Q3 		$358K Buy
5,399
+8
+0.1% +$551 0.04% 54
2025
Q2 		$381K Sell
5,391
-1,167
-18% -$83.1K 0.04% 49
2025
Q1 		$470K Buy
6,558
+179
+3% +$12K 0.06% 44
2024
Q4 		$397K Buy
6,379
+33
+0.5% +$2.15K 0.05% 44
2024
Q3 		$456K Buy
6,346
+17
+0.3% +$1.16K 0.06% 45
2024
Q2 		$403K Buy
6,329
+19
+0.3% +$1.18K 0.05% 46
2024
Q1 		$386K Sell
6,310
-1,804
-22% -$108K 0.08% 43
2023
Q4 		$478K Buy
8,114
+24
+0.3% +$1.36K 0.11% 33
2023
Q3 		$453K Sell
8,090
-84
-1% -$5.04K 0.12% 32
2023
Q2 		$492K Buy
8,174
+208
+3% +$12.9K 0.13% 32
2023
Q1 		$503K Buy
7,966
+17
+0.2% +$1.03K 0.14% 30
2022
Q4 		$506K Buy
7,949
+815
+11% +$49.2K 0.15% 32
2022
Q3 		$389K Sell
7,134
-30
-0.4% -$1.86K 0.31% 24
2022
Q2 		$454K Buy
7,164
+76
+1% +$4.82K 0.36% 24
2022
Q1 		$439K Hold
7,088
– – 1.26% 18
2021
Q4 		$434K Buy
+7,088
New +$395K 0.35% 26

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
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

Planning Center Inc's KO Position: Q2 2026 in Review

Planning Center Inc increased its Coca-Cola (KO) stake by 0.28% in Q2 2026, buying an estimated $1.19K and bringing the position to 5,333 shares worth $433K. The position accounts for 0.04% of the portfolio, ranked #56.

Planning Center Inc first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $506K in Q4 2022. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Planning Center Inc held 5,333 shares of Coca-Cola worth $433K as of Q2 2026.
  • Planning Center Inc bought 15 Coca-Cola shares in Q2 2026, an estimated $1.19K.
  • Coca-Cola made up 0.04% of Planning Center Inc's portfolio in Q2 2026, its #56 holding.
  • Planning Center Inc first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • Planning Center Inc's Coca-Cola position peaked at $506K in Q4 2022.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.