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Plante Moran Financial Advisors’s Coca-Cola KO Stock Holding History

Plante Moran Financial Advisors’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
Q1 		$92.8K Buy
1,220
+282
+30% +$21.3K 0.01% 234
2025
Q4 		$65.6K Sell
938
-635
-40% -$44.3K ﹤0.01% 287
2025
Q3 		$104K Sell
1,573
-1,011
-39% -$69.6K 0.01% 236
2025
Q2 		$183K Sell
2,584
-3,070
-54% -$219K 0.01% 170
2025
Q1 		$405K Buy
5,654
+1,036
+22% +$69.2K 0.03% 101
2024
Q4 		$288K Sell
4,618
-157
-3% -$10.2K 0.02% 135
2024
Q3 		$343K Buy
4,775
+97
+2% +$6.64K 0.03% 121
2024
Q2 		$298K Buy
4,678
+27
+0.6% +$1.67K 0.03% 127
2024
Q1 		$285K Buy
4,651
+1,149
+33% +$69K 0.03% 134
2023
Q4 		$206K Buy
3,502
+220
+7% +$12.5K 0.02% 164
2023
Q3 		$184K Sell
3,282
-56
-2% -$3.36K 0.02% 154
2023
Q2 		$201K Sell
3,338
-247
-7% -$15.4K 0.02% 152
2023
Q1 		$222K Sell
3,585
-4,684
-57% -$284K 0.03% 133
2022
Q4 		$526K Buy
8,269
+21
+0.3% +$1.27K 0.08% 80
2022
Q3 		$462K Sell
8,248
-477
-5% -$29.6K 0.08% 83
2022
Q2 		$549K Buy
8,725
+550
+7% +$34.9K 0.09% 74
2022
Q1 		$507K Sell
8,175
-1,325
-14% -$80.6K 0.09% 85
2021
Q4 		$563K Sell
9,500
-1,554
-14% -$86.5K 0.09% 80
2021
Q3 		$580K Buy
11,054
+210
+2% +$11.7K 0.13% 78
2021
Q2 		$587K Buy
10,844
+114
+1% +$6.2K 0.14% 73
2021
Q1 		$566K Buy
10,730
+447
+4% +$22.5K 0.15% 74
2020
Q4 		$564K Buy
10,283
+144
+1% +$7.45K 0.17% 71
2020
Q3 		$501K Sell
10,139
-956
-9% -$46K 0.18% 73
2020
Q2 		$496K Buy
11,095
+335
+3% +$15.4K 0.2% 72
2020
Q1 		$476K Sell
10,760
-1,578
-13% -$85.2K 0.22% 67
2019
Q4 		$683K Buy
12,338
+1,841
+18% +$99K 0.24% 60
2019
Q3 		$571K Sell
10,497
-210
-2% -$11.2K 0.17% 78
2019
Q2 		$545K Buy
10,707
+1,715
+19% +$84.1K 0.17% 77
2019
Q1 		$421K Buy
8,992
+395
+5% +$18.5K 0.13% 92
2018
Q4 		$407K Sell
8,597
-208
-2% -$9.96K 0.14% 87
2018
Q3 		$407K Sell
8,805
-504
-5% -$23K 0.13% 90
2018
Q2 		$408K Sell
9,309
-1,353
-13% -$58.4K 0.21% 87
2018
Q1 		$463K Buy
10,662
+101
+1% +$4.54K 0.25% 77
2017
Q4 		$485K Sell
10,561
-4,060
-28% -$187K 0.27% 72
2017
Q3 		$658K Sell
14,621
-44
-0.3% -$2K 0.39% 56
2017
Q2 		$658K Sell
14,665
-1,203
-8% -$53.2K 0.41% 56
2017
Q1 		$673K Buy
15,868
+553
+4% +$23.1K 0.41% 56
2016
Q4 		$635K Sell
15,315
-11,975
-44% -$498K 0.4% 54
2016
Q3 		$1.16M Sell
27,290
-11,976
-30% -$525K 0.78% 28
2016
Q2 		$1.78M Buy
39,266
+660
+2% +$29.8K 1.29% 13
2016
Q1 		$1.79M Sell
38,606
-1,197
-3% -$52.1K 1.38% 13
2015
Q4 		$1.71M Buy
39,803
+410
+1% +$17.4K 1.28% 14
2015
Q3 		$1.58M Sell
39,393
-179
-0.5% -$7.17K 1.24% 16
2015
Q2 		$1.55M Sell
39,572
-84
-0.2% -$3.42K 1.11% 16
2015
Q1 		$1.61M Sell
39,656
-3,014
-7% -$126K 1.12% 17
2014
Q4 		$1.8M Sell
42,670
-730
-2% -$31.2K 1.33% 13
2014
Q3 		$1.85M Sell
43,400
-2,015
-4% -$83.3K 1.62% 14
2014
Q2 		$1.92M Buy
45,415
+3,756
+9% +$152K 1.72% 14
2014
Q1 		$1.61M Sell
41,659
-670
-2% -$25.9K 1.75% 14
2013
Q4 		$1.75M Buy
42,329
+2,227
+6% +$87.8K 0.98% 14
2013
Q3 		$1.52M Buy
40,102
+790
+2% +$31.2K 0.93% 17
2013
Q2 		$1.58M Buy
+39,312
New +$1.63M 1.17% 14

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Plante Moran Financial Advisors's KO Position: Q1 2026 in Review

Plante Moran Financial Advisors increased its Coca-Cola (KO) stake by 30% in Q1 2026, buying an estimated $21.3K and bringing the position to 1,220 shares worth $92.8K. The position accounts for 0.01% of the portfolio, ranked #234.

Plante Moran Financial Advisors first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.92M in Q2 2014. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Plante Moran Financial Advisors held 1,220 shares of Coca-Cola worth $92.8K as of Q1 2026.
  • Plante Moran Financial Advisors bought 282 Coca-Cola shares in Q1 2026, an estimated $21.3K.
  • Coca-Cola made up 0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #234 holding.
  • Plante Moran Financial Advisors first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's Coca-Cola position peaked at $1.92M in Q2 2014.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.