Position in KO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,866,935
+$776,662 QoQ
Shares Held
59,886
+11.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.49%
of 13F equity value
Holder Rank
#936
of 3,621 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026CFC Planning Co LLC holds $4,866,935 across 1 Beverages - Non-Alcoholic name. KO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
59,886 | $4,866,935 |
All Filings in KO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,866,935 | 59,886 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,090,273 | 53,784 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,259,973 | 46,631 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,977,834 | 44,901 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||