Plotkin Financial Advisors’s Coca-Cola KO Stock Holding History

Plotkin 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 Q2	$651K	Hold	8,009	–	–	0.27%	55
2026 Q1	$609K	Buy	8,009 +49	+0.6%	+$3.7K	0.31%	48
2025 Q4	$556K	Hold	7,960	–	–	0.27%	54
2025 Q3	$528K	Hold	7,960	–	–	0.26%	56
2025 Q2	$563K	Hold	7,960	–	–	0.31%	49
2025 Q1	$570K	Hold	7,960	–	–	0.35%	42
2024 Q4	$496K	Hold	7,960	–	–	0.29%	47
2024 Q3	$572K	Buy	7,960 +68	+0.9%	+$4.66K	0.34%	43
2024 Q2	$502K	Hold	7,892	–	–	0.32%	45
2024 Q1	$483K	Buy	+7,892	New	+$474K	0.32%	49

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 $2.3T AUM 54.33% 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

Plotkin Financial Advisors's KO Position: Q2 2026 in Review

Plotkin Financial Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 8,009 shares worth $651K. The position accounts for 0.27% of the portfolio, ranked #55.

Plotkin Financial Advisors first reported a position in KO in Q1 2024 and has held it in 10 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Plotkin Financial Advisors held 8,009 shares of Coca-Cola worth $651K as of Q2 2026.
Plotkin Financial Advisors left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.27% of Plotkin Financial Advisors's portfolio in Q2 2026, its #55 holding.
Plotkin Financial Advisors first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.