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 Q3	–	Sell	-8,188	Closed	-$665K	–	103
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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

S.E.E.D. Planning Group's KO Position: Q3 2026 in Review

S.E.E.D. Planning Group sold out of Coca-Cola (KO) in Q3 2026, closing a stake of 8,188 shares — an estimated $665K sold.

S.E.E.D. Planning Group first reported a position in KO in Q4 2020 and held it in 7 quarters. The position peaked at $665K in Q2 2026. 781 funds tracked by Wall St. Rank hold KO as of Q3 2026.

S.E.E.D. Planning Group reported no remaining Coca-Cola position as of Q3 2026 after selling out during the quarter.
S.E.E.D. Planning Group sold 8,188 Coca-Cola shares in Q3 2026, an estimated $665K.
S.E.E.D. Planning Group first reported a position in Coca-Cola in Q4 2020 and held it in 7 quarters.
S.E.E.D. Planning Group's Coca-Cola position peaked at $665K in Q2 2026.
781 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.