XY Planning Network’s Coca-Cola KO Stock Holding History

XY Planning Network’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	$394K	Buy	4,850 +1,718	+55%	+$136K	0.05%	241
2026 Q1	$238K	Sell	3,132 -401	-11%	-$30.3K	0.04%	256
2025 Q4	$247K	Buy	+3,533	New	+$246K	0.04%	235
2025 Q1	–	Sell	-3,698	Closed	-$230K	–	113
2024 Q4	$230K	Buy	+3,698	New	+$241K	0.17%	90

Other funds holding KO

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

XY Planning Network's KO Position: Q2 2026 in Review

XY Planning Network increased its Coca-Cola (KO) stake by 55% in Q2 2026, buying an estimated $136K and bringing the position to 4,850 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #241.

XY Planning Network first reported a position in KO in Q4 2024 and has held it in 4 quarters since. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

XY Planning Network held 4,850 shares of Coca-Cola worth $394K as of Q2 2026.
XY Planning Network bought 1,718 Coca-Cola shares in Q2 2026, an estimated $136K.
Coca-Cola made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #241 holding.
XY Planning Network first reported a position in Coca-Cola in Q4 2024 and has held it in 4 quarters since.
1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.