Center for Financial Planning, Inc.

Position in KO — Coca Cola Co

CIK 1803557 SOUTHFIED, MI

Position in KO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,877,093

+$96,079 QoQ

Shares Held

23,097

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#1,458

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $3,698,538 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (50.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	23,097	$1,877,093
2	PEP	Pepsico Inc	13,299	$1,800,684
3	MNST	Monster Beverage Corp	432	$20,761

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,877,093	23,097	-1.4%	Shares	Sole	2026-07-21
2026-03-31	$1,781,014	23,419	+0.7%	Shares	Sole	2026-05-04
2025-12-31	$1,626,595	23,267	+1.2%	Shares	Sole	2026-02-05
2025-09-30	$1,524,630	22,989	+0.9%	Shares	Sole	2025-11-06
2025-06-30	$1,612,180	22,787	+0.4%	Shares	Sole	2025-08-04
2025-03-31	$1,624,842	22,687	-0.9%	Shares	Sole	2025-04-22
2024-12-31	$1,424,944	22,887	-1.3%	Shares	Sole	2025-01-30
2024-09-30	$1,666,936	23,197	-3.8%	Shares	Sole	2024-10-16
2024-06-30	$1,535,492	24,124	0.0%	Shares	Sole	2024-07-18
2024-03-31	$1,475,906	24,124	+3.0%	Shares	Sole	2024-04-25
2023-12-31	$1,379,610	23,411	+0.9%	Shares	Sole	2024-01-29
2023-09-30	$1,299,351	23,211	-0.3%	Shares	Sole	2023-10-24
2023-06-30	$1,402,162	23,284	+0.3%	Shares	Sole	2023-08-09
2023-03-31	$1,439,778	23,211	-0.0%	Shares	Sole	2023-05-02
2022-12-31	$1,476,578	23,213	0.0%	Shares	Sole	2023-01-27
2022-09-30	$1,300,392	23,213	0.0%	Shares	Sole	2022-10-14
2022-06-30	$1,460,329	23,213	0.0%	Shares	Sole	2022-08-12
2022-03-31	$1,439,206	23,213	-1.0%	Shares	Sole	2022-05-03
2021-12-31	$1,387,763	23,438	-0.2%	Shares	Sole	2022-02-08
2021-09-30	$1,231,890	23,478	-0.6%	Shares	Sole	2021-11-17
2021-06-30	$1,277,969	23,618	+0.9%	Shares	Sole	2021-07-29
2021-03-31	$1,234,362	23,418	-3.7%	Shares	Sole	2021-05-10
2020-12-31	$1,333,379	24,314	-0.9%	Shares	Sole	2021-02-09
2020-09-30	$1,210,799	24,525	+0.2%	Shares	Sole	2020-11-12
2020-06-30	$1,093,185	24,467	-3.0%	Shares	Sole	2020-08-06
2020-03-31	$1,115,763	25,215	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.