XY Planning Network
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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
Q3 		$455K Buy
5,287
+437
+9% +$37.9K 0.05% 257
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

XY Planning Network's KO Position: Q3 2026 in Review

XY Planning Network increased its Coca-Cola (KO) stake by 9% in Q3 2026, buying an estimated $37.9K and bringing the position to 5,287 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #257.

XY Planning Network first reported a position in KO in Q4 2024 and has held it in 5 quarters since. 1,691 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • XY Planning Network held 5,287 shares of Coca-Cola worth $455K as of Q3 2026.
  • XY Planning Network bought 437 Coca-Cola shares in Q3 2026, an estimated $37.9K.
  • Coca-Cola made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #257 holding.
  • XY Planning Network first reported a position in Coca-Cola in Q4 2024 and has held it in 5 quarters since.
  • 1,691 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.