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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
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
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spartan Planning & Wealth Management's KO Position: Q1 2026 in Review

Spartan Planning & Wealth Management increased its Coca-Cola (KO) stake by 14% in Q1 2026, buying an estimated $94.6K and bringing the position to 9,991 shares worth $760K. The position accounts for 0.56% of the portfolio, ranked #30.

Spartan Planning & Wealth Management first reported a position in KO in Q1 2022 and has held it in 8 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Spartan Planning & Wealth Management held 9,991 shares of Coca-Cola worth $760K as of Q1 2026.
  • Spartan Planning & Wealth Management bought 1,251 Coca-Cola shares in Q1 2026, an estimated $94.6K.
  • Coca-Cola made up 0.56% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Spartan Planning & Wealth Management first reported a position in Coca-Cola in Q1 2022 and has held it in 8 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.