PlanVest Financial’s Coca-Cola KO Stock Holding History

PlanVest 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	$287K	Buy	3,533 +1	+0%	+$79	0.19%	81
2026 Q1	$269K	Buy	+3,532	New	+$267K	0.2%	81

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PlanVest Financial's KO Position: Q2 2026 in Review

PlanVest Financial increased its Coca-Cola (KO) stake by 0.03% in Q2 2026, buying an estimated $79 and bringing the position to 3,533 shares worth $287K. The position accounts for 0.19% of the portfolio, ranked #81.

PlanVest Financial first reported a position in KO in Q1 2026 and has held it in 2 quarters since. 3,490 funds tracked by Wall St. Rank hold KO as of Q2 2026.

PlanVest Financial held 3,533 shares of Coca-Cola worth $287K as of Q2 2026.
PlanVest Financial bought 1 Coca-Cola share in Q2 2026, an estimated $79.
Coca-Cola made up 0.19% of PlanVest Financial's portfolio in Q2 2026, its #81 holding.
PlanVest Financial first reported a position in Coca-Cola in Q1 2026 and has held it in 2 quarters since.
3,490 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.