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Tempus Wealth Planning’s Coca-Cola KO Stock Holding History

Tempus Wealth Planning’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 		$382K Sell
4,705
-269
-5% -$21.2K 0.07% 201
2026
Q1 		$378K Sell
4,974
-1,452
-23% -$110K 0.09% 197
2025
Q4 		$449K Buy
6,426
+239
+4% +$16.7K 0.1% 183
2025
Q3 		$410K Buy
6,187
+1,415
+30% +$97.4K 0.09% 194
2025
Q2 		$338K Buy
4,772
+24
+0.5% +$1.71K 0.08% 198
2025
Q1 		$340K Sell
4,748
-20
-0.4% -$1.34K 0.1% 190
2024
Q4 		$297K Buy
4,768
+958
+25% +$62.5K 0.09% 193
2024
Q3 		$274K Buy
3,810
+35
+0.9% +$2.4K 0.1% 181
2024
Q2 		$240K Buy
+3,775
New +$234K 0.1% 173
2023
Q3 		– Sell
-3,349
Closed -$202K – 181
2023
Q2 		$202K Buy
3,349
+3
+0.1% +$187 0.09% 179
2023
Q1 		$208K Buy
+3,346
New +$203K 0.1% 167

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tempus Wealth Planning's KO Position: Q2 2026 in Review

Tempus Wealth Planning reduced its Coca-Cola (KO) stake by 5.4% in Q2 2026, selling an estimated $21.2K and leaving 4,705 shares worth $382K. The position accounts for 0.07% of the portfolio, ranked #201.

Tempus Wealth Planning first reported a position in KO in Q1 2023 and has held it in 11 quarters since. The position peaked at $449K in Q4 2025. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Tempus Wealth Planning held 4,705 shares of Coca-Cola worth $382K as of Q2 2026.
  • Tempus Wealth Planning sold 269 Coca-Cola shares in Q2 2026, an estimated $21.2K.
  • Coca-Cola made up 0.07% of Tempus Wealth Planning's portfolio in Q2 2026, its #201 holding.
  • Tempus Wealth Planning first reported a position in Coca-Cola in Q1 2023 and has held it in 11 quarters since.
  • Tempus Wealth Planning's Coca-Cola position peaked at $449K in Q4 2025.
  • 3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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