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 Q2	$665K	Sell	8,188 -349	-4%	-$27.6K	0.18%	64
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 $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

S.E.E.D. Planning Group's KO Position: Q2 2026 in Review

S.E.E.D. Planning Group reduced its Coca-Cola (KO) stake by 4.1% in Q2 2026, selling an estimated $27.6K and leaving 8,188 shares worth $665K. The position accounts for 0.18% of the portfolio, ranked #64.

S.E.E.D. Planning Group first reported a position in KO in Q4 2020 and has held it in 7 quarters since. 3,633 funds tracked by Wall St. Rank hold KO as of Q2 2026.

S.E.E.D. Planning Group held 8,188 shares of Coca-Cola worth $665K as of Q2 2026.
S.E.E.D. Planning Group sold 349 Coca-Cola shares in Q2 2026, an estimated $27.6K.
Coca-Cola made up 0.18% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #64 holding.
S.E.E.D. Planning Group first reported a position in Coca-Cola in Q4 2020 and has held it in 7 quarters since.
3,633 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.