Position in KO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$219,708
+$3,903 QoQ
Shares Held
2,889
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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 Mar 31, 2026CAPITAL & PLANNING, LLC holds $220,169 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (99.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
2,889 | $219,708 | |
| 2 | CELH |
Celsius Holdings, Inc.
|
13 | $461 |
All Filings in KO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,708 | 2,889 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $215,805 | 3,254 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $365,636 | 5,168 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $380,302 | 5,310 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $395,973 | 6,360 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||