Cornerstone Planning Group LLC

Position in KO — Coca Cola Co

CIK 1822587 FAIRFIELD, NJ

Position in KO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$205,856

+$16,720 QoQ

Shares Held

2,533

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#3,333

of 3,633 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $414,481 across 7 Beverages - Non-Alcoholic names. KO ranks #1 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	2,533	$205,856
2	PEP	Pepsico Inc	689	$93,290
3	MNST	Monster Beverage Corp	1,894	$91,025
4	KDP	Keurig Dr Pepper Inc.	341	$11,160
5	PRMB	Primo Brands Corp	272	$6,647
6	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	60	$6,004
7	FIZZ	National Beverage Corp	16	$499

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,856	2,533	+1.8%	Shares	Sole	2026-07-29
2026-03-31	$189,136	2,487	+17.1%	Shares	Sole	2026-05-06
2025-12-31	$148,418	2,123	-28.0%	Shares	Sole	2026-02-02
2025-09-30	$195,511	2,948	+13.0%	Shares	Sole	2025-11-04
2025-06-30	$184,586	2,609	-2.6%	Shares	Sole	2025-08-11
2025-03-31	$191,941	2,680	+45.2%	Shares	Sole	2025-04-30
2024-12-31	$114,931	1,846	+1.4%	Shares	Sole	2025-01-29
2024-09-30	$130,785	1,820	-41.3%	Shares	Sole	2024-11-05
2024-06-30	$197,442	3,102	+78.3%	Shares	Sole	2024-08-13
2024-03-31	$106,453	1,740	-10.0%	Shares	Sole	2024-05-07
2023-12-31	$113,970	1,934	-1.2%	Shares	Sole	2024-02-12
2023-09-30	$109,552	1,957	+59.0%	Shares	Sole	2023-11-08
2023-06-30	$74,130	1,231	-39.5%	Shares	Sole	2023-08-15
2022-12-31	$129,382	2,034	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.