Planning Strategies Inc.

Position in KO — Coca Cola Co

CIK 2139665 LANCASTER, PA

Position in KO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$91,835

New position

Shares Held

1,130

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#3,414

of 3,607 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Planning Strategies Inc. holds $135,582 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (67.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	1,130	$91,835
2	PEP	Pepsico Inc	267	$36,151
3	MNST	Monster Beverage Corp	82	$3,940
4	KDP	Keurig Dr Pepper Inc.	104	$3,403
5	PRMB	Primo Brands Corp	8	$195
6	CELH	Celsius Holdings, Inc.	2	$58

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$91,835	1,130	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.