WealthPlan Investment Management’s Coca-Cola KO Stock Holding History

WealthPlan Investment 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	$6.62M	Sell	81,499 -12,926	-14%	-$1.02M	0.33%	74
2026 Q1	$7.18M	Buy	94,425 +32,200	+52%	+$2.43M	0.4%	63
2025 Q4	$4.35M	Buy	62,225 +51,940	+505%	+$3.62M	0.28%	94
2025 Q3	$682K	Sell	10,285 -229	-2%	-$15.8K	0.05%	204
2025 Q2	$744K	Buy	10,514 +5,766	+121%	+$411K	0.05%	200
2025 Q1	$340K	Sell	4,748 -2,718	-36%	-$182K	0.03%	208
2024 Q4	$465K	Sell	7,466 -8,950	-55%	-$584K	0.05%	177
2024 Q3	$1.18M	Buy	16,416 +11,310	+222%	+$774K	0.12%	119
2024 Q2	$325K	Buy	5,106 +32	+0.6%	+$1.98K	0.05%	145
2024 Q1	$310K	Hold	5,074	–	–	0.05%	152
2023 Q4	$299K	Buy	+5,074	New	+$288K	0.05%	153
2023 Q3	–	Sell	-53	Closed	-$3.19K	–	257
2023 Q2	$3.19K	Sell	53 -2,342	-98%	-$146K	﹤0.01%	311
2023 Q1	$149K	Sell	2,395 -8,880	-79%	-$538K	0.03%	176
2022 Q4	$683K	Buy	11,275 +2,133	+23%	+$129K	0.05%	213
2022 Q3	$581K	Buy	+9,142	New	+$568K	0.04%	226
2022 Q1	$640K	Buy	+9,902	New	+$602K	0.04%	221

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

WealthPlan Investment Management's KO Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Coca-Cola (KO) stake by 14% in Q2 2026, selling an estimated $1.02M and leaving 81,499 shares worth $6.62M. The position accounts for 0.33% of the portfolio, ranked #74.

WealthPlan Investment Management first reported a position in KO in Q1 2022 and has held it in 16 quarters since. The position peaked at $7.18M in Q1 2026. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

WealthPlan Investment Management held 81,499 shares of Coca-Cola worth $6.62M as of Q2 2026.
WealthPlan Investment Management sold 12,926 Coca-Cola shares in Q2 2026, an estimated $1.02M.
Coca-Cola made up 0.33% of WealthPlan Investment Management's portfolio in Q2 2026, its #74 holding.
WealthPlan Investment Management first reported a position in Coca-Cola in Q1 2022 and has held it in 16 quarters since.
WealthPlan Investment Management's Coca-Cola position peaked at $7.18M in Q1 2026.
3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.