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

Total Wealth Planning & 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	$340K	Sell	4,185 -13	-0.3%	-$1.03K	0.23%	148
2026 Q1	$319K	Sell	4,198 -410	-9%	-$31K	0.24%	148
2025 Q4	$322K	Buy	+4,608	New	+$321K	0.24%	145
2025 Q2	$318K	Buy	4,600 +77	+2%	+$5.49K	0.26%	151
2025 Q1	$324K	Sell	4,523 -5,900	-57%	-$394K	0.31%	124
2024 Q4	$649K	Buy	+10,423	New	+$680K	0.59%	44

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 $3.38T AUM 44.17% 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

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

Total Wealth Planning & Management reduced its Coca-Cola (KO) stake by 0.31% in Q2 2026, selling an estimated $1.03K and leaving 4,185 shares worth $340K. The position accounts for 0.23% of the portfolio, ranked #148.

Total Wealth Planning & Management first reported a position in KO in Q4 2024 and has held it in 6 quarters since. The position peaked at $649K in Q4 2024. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Total Wealth Planning & Management held 4,185 shares of Coca-Cola worth $340K as of Q2 2026.
Total Wealth Planning & Management sold 13 Coca-Cola shares in Q2 2026, an estimated $1.03K.
Coca-Cola made up 0.23% of Total Wealth Planning & Management's portfolio in Q2 2026, its #148 holding.
Total Wealth Planning & Management first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's Coca-Cola position peaked at $649K in Q4 2024.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.