WealthPLAN Partners’s Coca-Cola KO Stock Holding History

WealthPLAN Partners’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	$1.28M	Buy	15,784 +1,594	+11%	+$126K	0.25%	87
2026 Q1	$1.08M	Buy	14,190 +5,541	+64%	+$419K	0.21%	114
2025 Q4	$605K	Buy	8,649 +2,833	+49%	+$197K	0.09%	162
2025 Q3	$386K	Buy	5,816 +810	+16%	+$55.8K	0.06%	199
2025 Q2	$354K	Buy	5,006 +927	+23%	+$66K	0.06%	196
2025 Q1	$292K	Sell	4,079 -1,042	-20%	-$69.6K	0.04%	217
2024 Q4	$319K	Sell	5,121 -707	-12%	-$46.1K	0.05%	208
2024 Q3	$419K	Sell	5,828 -11,821	-67%	-$809K	0.06%	191
2024 Q2	$1.12M	Buy	17,649 +382	+2%	+$23.6K	0.12%	140
2024 Q1	$1.06M	Buy	17,267 +10,404	+152%	+$625K	0.11%	149
2023 Q4	$404K	Buy	6,863 +109	+2%	+$6.19K	0.04%	244
2023 Q3	$378K	Buy	6,754 +203	+3%	+$12.2K	0.04%	239
2023 Q2	$394K	Sell	6,551 -880	-12%	-$54.7K	0.06%	218
2023 Q1	$461K	Sell	7,431 -3,844	-34%	-$233K	0.05%	211
2022 Q4	$672K	Buy	+11,275	New	+$681K	0.05%	215
2022 Q1	$640K	Buy	9,902 +61	+0.6%	+$3.71K	0.04%	221
2021 Q4	$600K	Sell	9,841 -592	-6%	-$33K	0.04%	233
2021 Q3	$576K	Sell	10,433 -633	-6%	-$35.3K	0.04%	236
2021 Q2	$628K	Sell	11,066 -5,999	-35%	-$326K	0.04%	206
2021 Q1	$924K	Sell	17,065 -1,635	-9%	-$82.3K	0.07%	151
2020 Q4	$917K	Buy	18,700 +7,965	+74%	+$412K	0.08%	147
2020 Q3	$569K	Sell	10,735 -533	-5%	-$25.6K	0.06%	185
2020 Q2	$545K	Buy	11,268 +913	+9%	+$42.1K	0.06%	176
2020 Q1	$453K	Sell	10,355 -1,269	-11%	-$68.5K	0.06%	162
2019 Q4	$691K	Buy	11,624 +2,957	+34%	+$159K	0.08%	138
2019 Q3	$454K	Buy	8,667 +436	+5%	+$23.3K	0.06%	158
2019 Q2	$440K	Sell	8,231 -4,883	-37%	-$239K	0.07%	154
2019 Q1	$645K	Buy	13,114 +178	+1%	+$8.32K	0.1%	134
2018 Q4	$585K	Sell	12,936 -4,339	-25%	-$208K	0.09%	136
2018 Q3	$853K	Buy	17,275 +33	+0.2%	+$1.51K	0.16%	107
2018 Q2	$756K	Buy	17,242 +855	+5%	+$36.9K	0.16%	112
2018 Q1	$712K	Buy	16,387 +4,803	+41%	+$216K	0.16%	112
2017 Q4	$531K	Buy	11,584 +1,721	+17%	+$79.1K	0.14%	122
2017 Q3	$444K	Sell	9,863 -50	-0.5%	-$2.27K	0.12%	121
2017 Q2	$445K	Buy	9,913 +6,383	+181%	+$282K	0.13%	114
2017 Q1	$150K	Buy	+3,530	New	+$147K	0.52%	41
2016 Q3	$582K	Sell	13,919 -20,198	-59%	-$885K	0.19%	75
2016 Q2	$632K	Buy	+34,117	New	+$1.54M	0.08%	159
2015 Q4	$406K	Buy	+35,425	New	+$1.5M	0.07%	178
2015 Q2	$376K	Buy	9,597 +2,020	+27%	+$82.2K	0.16%	70
2015 Q1	$307K	Buy	+7,577	New	+$317K	0.14%	91

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WealthPLAN Partners's KO Position: Q2 2026 in Review

WealthPLAN Partners increased its Coca-Cola (KO) stake by 11% in Q2 2026, buying an estimated $126K and bringing the position to 15,784 shares worth $1.28M. The position accounts for 0.25% of the portfolio, ranked #87.

WealthPLAN Partners first reported a position in KO in Q1 2015 and has held it in 41 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

WealthPLAN Partners held 15,784 shares of Coca-Cola worth $1.28M as of Q2 2026.
WealthPLAN Partners bought 1,594 Coca-Cola shares in Q2 2026, an estimated $126K.
Coca-Cola made up 0.25% of WealthPLAN Partners's portfolio in Q2 2026, its #87 holding.
WealthPLAN Partners first reported a position in Coca-Cola in Q1 2015 and has held it in 41 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.