UFPG
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United Financial Planning Group’s Coca-Cola KO Stock Holding History

United Financial Planning Group’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 		$17.9K Sell
220
-80
-27% -$6.32K 0.01% 178
2026
Q1 		$22.8K Sell
300
-2
-0.7% -$151 0.01% 128
2025
Q4 		$21.1K Buy
302
+33
+12% +$2.3K 0.01% 134
2025
Q3 		$17.8K Buy
+269
New +$18.5K 0.01% 126

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 $3.38T AUM 44.17% 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

United Financial Planning Group's KO Position: Q2 2026 in Review

United Financial Planning Group reduced its Coca-Cola (KO) stake by 27% in Q2 2026, selling an estimated $6.32K and leaving 220 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #178.

United Financial Planning Group first reported a position in KO in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.8K in Q1 2026. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • United Financial Planning Group held 220 shares of Coca-Cola worth $17.9K as of Q2 2026.
  • United Financial Planning Group sold 80 Coca-Cola shares in Q2 2026, an estimated $6.32K.
  • Coca-Cola made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #178 holding.
  • United Financial Planning Group first reported a position in Coca-Cola in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Coca-Cola position peaked at $22.8K in Q1 2026.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.