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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
2025
Q1 		– Sell
-5,900
Closed -$367K – 218
2024
Q4 		$367K Buy
+5,900
New +$385K 0.33% 100

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

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

Total Wealth Planning & Management reduced its Coca-Cola (KO) stake by 8.9% in Q1 2026, selling an estimated $31K and leaving 4,198 shares worth $319K. The position accounts for 0.24% of the portfolio, ranked #148.

Total Wealth Planning & Management first reported a position in KO in Q4 2024 and has held it in 5 quarters since. The position peaked at $649K in Q4 2024. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Total Wealth Planning & Management held 4,198 shares of Coca-Cola worth $319K as of Q1 2026.
  • Total Wealth Planning & Management sold 410 Coca-Cola shares in Q1 2026, an estimated $31K.
  • Coca-Cola made up 0.24% of Total Wealth Planning & Management's portfolio in Q1 2026, its #148 holding.
  • Total Wealth Planning & Management first reported a position in Coca-Cola in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Coca-Cola position peaked at $649K in Q4 2024.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.