St. Louis Financial Planners Asset Management’s Coca-Cola KO Stock Holding History

St. Louis Financial Planners Asset 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	$4.57M	Buy	54,302 +1,658	+3%	+$131K	2.44%	11
2026 Q1	$4M	Buy	52,644 +41,734	+383%	+$3.16M	2.27%	12
2025 Q4	$763K	Buy	+10,910	New	+$761K	0.47%	40
2025 Q1	–	Sell	-32,495	Closed	-$2.02M	–	34
2024 Q4	$2.02M	Buy	32,495 +62	+0.2%	+$4.05K	1.46%	15
2024 Q3	$2.28M	Buy	32,433 +111	+0.3%	+$7.6K	1.81%	13
2024 Q2	$2.05M	Sell	32,322 -274	-0.8%	-$17K	1.76%	20
2024 Q1	$1.95M	Buy	+32,596	New	+$1.96M	1.75%	19
2023 Q2	–	Sell	-24,878	Closed	-$1.54M	–	35
2023 Q1	$1.54M	Sell	24,878 -117	-0.5%	-$7.08K	1.76%	24
2022 Q4	$1.59M	Buy	+24,995	New	+$1.51M	1.55%	12

Other funds holding KO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

St. Louis Financial Planners Asset Management's KO Position: Q2 2026 in Review

St. Louis Financial Planners Asset Management increased its Coca-Cola (KO) stake by 3.1% in Q2 2026, buying an estimated $131K and bringing the position to 54,302 shares worth $4.57M. The position accounts for 2.44% of the portfolio, ranked #11.

St. Louis Financial Planners Asset Management first reported a position in KO in Q4 2022 and has held it in 9 quarters since. 2,392 funds tracked by Wall St. Rank hold KO as of Q2 2026.

St. Louis Financial Planners Asset Management held 54,302 shares of Coca-Cola worth $4.57M as of Q2 2026.
St. Louis Financial Planners Asset Management bought 1,658 Coca-Cola shares in Q2 2026, an estimated $131K.
Coca-Cola made up 2.44% of St. Louis Financial Planners Asset Management's portfolio in Q2 2026, its #11 holding.
St. Louis Financial Planners Asset Management first reported a position in Coca-Cola in Q4 2022 and has held it in 9 quarters since.
2,392 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.