Spartan Planning & Wealth Management’s Coca-Cola KO Stock Holding History

Spartan Planning & Wealth Management’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	$743K	Sell	9,149 -842	-8%	-$66.5K	0.49%	35
2026 Q1	$760K	Buy	9,991 +1,251	+14%	+$94.6K	0.56%	30
2025 Q4	$611K	Buy	+8,740	New	+$609K	0.45%	35
2025 Q3	–	Sell	-5,997	Closed	-$424K	–	83
2025 Q2	$424K	Sell	5,997 -1,228	-17%	-$87.5K	0.36%	46
2025 Q1	$517K	Buy	+7,225	New	+$483K	0.5%	36
2023 Q4	$242K	Buy	+4,109	New	+$233K	0.26%	48
2022 Q4	$652K	Buy	+10,255	New	+$619K	0.81%	17
2022 Q3	–	Sell	-11,440	Closed	-$720K	–	100
2022 Q2	$720K	Buy	11,440 +3,011	+36%	+$191K	0.96%	13
2022 Q1	$523K	Buy	+8,429	New	+$513K	0.65%	24

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

Spartan Planning & Wealth Management's KO Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its Coca-Cola (KO) stake by 8.4% in Q2 2026, selling an estimated $66.5K and leaving 9,149 shares worth $743K. The position accounts for 0.49% of the portfolio, ranked #35.

Spartan Planning & Wealth Management first reported a position in KO in Q1 2022 and has held it in 9 quarters since. The position peaked at $760K in Q1 2026. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Spartan Planning & Wealth Management held 9,149 shares of Coca-Cola worth $743K as of Q2 2026.
Spartan Planning & Wealth Management sold 842 Coca-Cola shares in Q2 2026, an estimated $66.5K.
Coca-Cola made up 0.49% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #35 holding.
Spartan Planning & Wealth Management first reported a position in Coca-Cola in Q1 2022 and has held it in 9 quarters since.
Spartan Planning & Wealth Management's Coca-Cola position peaked at $760K in Q1 2026.
3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.