Planning Strategies Inc.’s Coca-Cola KO Stock Holding History

Planning Strategies Inc.’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	$91.8K	Buy	+1,130	New	+$89.2K	0.06%	107

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Planning Strategies Inc.'s KO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Coca-Cola (KO) in Q2 2026: 1,130 shares worth $91.8K. The stake represents 0.06% of the portfolio and ranks #107 among its holdings.

1,460 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Planning Strategies Inc. held 1,130 shares of Coca-Cola worth $91.8K as of Q2 2026.
Coca-Cola was a new Planning Strategies Inc. position in Q2 2026.
Coca-Cola made up 0.06% of Planning Strategies Inc.'s portfolio in Q2 2026, its #107 holding.
1,460 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.