S.E.E.D. Planning Group’s Coca-Cola KO Stock Holding History

S.E.E.D. Planning Group’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	$649K	Sell	8,537 -697	-8%	-$52.7K	0.19%	58
2025 Q4	$646K	Buy	9,234 +4,224	+84%	+$294K	0.18%	55
2025 Q3	$332K	Buy	+5,010	New	+$345K	0.1%	68
2022 Q2	–	Sell	-3,462	Closed	-$215K	–	89
2022 Q1	$215K	Sell	3,462 -178	-5%	-$10.8K	0.09%	85
2021 Q4	$216K	Buy	+3,640	New	+$203K	0.09%	90
2021 Q1	–	Sell	-5,746	Closed	-$315K	–	78
2020 Q4	$315K	Buy	+5,746	New	+$297K	0.19%	54

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

S.E.E.D. Planning Group's KO Position: Q1 2026 in Review

S.E.E.D. Planning Group reduced its Coca-Cola (KO) stake by 7.5% in Q1 2026, selling an estimated $52.7K and leaving 8,537 shares worth $649K. The position accounts for 0.19% of the portfolio, ranked #58.

S.E.E.D. Planning Group first reported a position in KO in Q4 2020 and has held it in 6 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

S.E.E.D. Planning Group held 8,537 shares of Coca-Cola worth $649K as of Q1 2026.
S.E.E.D. Planning Group sold 697 Coca-Cola shares in Q1 2026, an estimated $52.7K.
Coca-Cola made up 0.19% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #58 holding.
S.E.E.D. Planning Group first reported a position in Coca-Cola in Q4 2020 and has held it in 6 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.