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Retirement Planning Company of New England’s Coca-Cola KO Stock Holding History

Retirement Planning Company of New England’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 		$460K Sell
5,663
-297
-5% -$23.5K 0.17% 148
2026
Q1 		$453K Sell
5,960
-23
-0.4% -$1.74K 0.18% 141
2025
Q4 		$418K Sell
5,983
-324
-5% -$22.6K 0.17% 146
2025
Q3 		$418K Buy
6,307
+10
+0.2% +$688 0.17% 153
2025
Q2 		$446K Sell
6,297
-45
-0.7% -$3.21K 0.2% 141
2025
Q1 		$454K Sell
6,342
-188
-3% -$12.6K 0.23% 131
2024
Q4 		$407K Buy
6,530
+199
+3% +$13K 0.2% 135
2024
Q3 		$455K Buy
6,331
+190
+3% +$13K 0.23% 126
2024
Q2 		$391K Sell
6,141
-105
-2% -$6.5K 0.21% 133
2024
Q1 		$382K Sell
6,246
-428
-6% -$25.7K 0.21% 140
2023
Q4 		$393K Buy
6,674
+466
+8% +$26.5K 0.18% 137
2023
Q3 		$348K Sell
6,208
-1,498
-19% -$89.8K 0.19% 124
2023
Q2 		$464K Buy
7,706
+14
+0.2% +$871 0.27% 111
2023
Q1 		$477K Buy
7,692
+25
+0.3% +$1.51K 0.29% 108
2022
Q4 		$488K Sell
7,667
-145
-2% -$8.75K 0.32% 104
2022
Q3 		$437K Buy
7,812
+13
+0.2% +$808 0.32% 104
2022
Q2 		$490K Sell
7,799
-30
-0.4% -$1.9K 0.33% 102
2022
Q1 		$485K Sell
7,829
-116
-1% -$7.05K 0.27% 117
2021
Q4 		$470K Buy
+7,945
New +$442K 0.23% 124

Other funds holding KO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Retirement Planning Company of New England's KO Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Coca-Cola (KO) stake by 5% in Q2 2026, selling an estimated $23.5K and leaving 5,663 shares worth $460K. The position accounts for 0.17% of the portfolio, ranked #148.

Retirement Planning Company of New England first reported a position in KO in Q4 2021 and has held it in 19 quarters since. The position peaked at $490K in Q2 2022. 2,878 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Retirement Planning Company of New England held 5,663 shares of Coca-Cola worth $460K as of Q2 2026.
  • Retirement Planning Company of New England sold 297 Coca-Cola shares in Q2 2026, an estimated $23.5K.
  • Coca-Cola made up 0.17% of Retirement Planning Company of New England's portfolio in Q2 2026, its #148 holding.
  • Retirement Planning Company of New England first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's Coca-Cola position peaked at $490K in Q2 2022.
  • 2,878 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.