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Retirement Planning Group (Kansas)’s Coca-Cola KO Stock Holding History

Retirement Planning Group (Kansas)’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 		$2.03M Buy
24,971
+522
+2% +$41.2K 0.05% 154
2026
Q1 		$1.86M Buy
24,449
+374
+2% +$28.3K 0.06% 141
2025
Q4 		$1.68M Buy
24,075
+2,199
+10% +$153K 0.06% 138
2025
Q3 		$1.45M Buy
21,876
+9,056
+71% +$623K 0.05% 145
2025
Q2 		$907K Buy
12,820
+427
+3% +$30.4K 0.04% 156
2025
Q1 		$888K Buy
12,393
+359
+3% +$24K 0.04% 145
2024
Q4 		$749K Buy
12,034
+48
+0.4% +$3.13K 0.04% 155
2024
Q3 		$861K Buy
+11,986
New +$821K 0.05% 132

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Planning Group (Kansas)'s KO Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Coca-Cola (KO) stake by 2.1% in Q2 2026, buying an estimated $41.2K and bringing the position to 24,971 shares worth $2.03M. The position accounts for 0.05% of the portfolio, ranked #154.

Retirement Planning Group (Kansas) first reported a position in KO in Q3 2024 and has held it in 8 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Retirement Planning Group (Kansas) held 24,971 shares of Coca-Cola worth $2.03M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 522 Coca-Cola shares in Q2 2026, an estimated $41.2K.
  • Coca-Cola made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #154 holding.
  • Retirement Planning Group (Kansas) first reported a position in Coca-Cola in Q3 2024 and has held it in 8 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.