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Creative Planning KO Position History
The Coca-Cola Company • Manufacturing
Quarters held
18
Latest value
$4.4M
Q3 2026
Peak value
$210.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $945K |
| Q3 2025 | $127M |
| Q3 2025 | $1.6M |
| Q3 2025 | $15K |
| Q4 2025 | $144.7M |
| Q4 2025 | $2M |
| Q4 2025 | $1.9M |
| Q1 2026 | $2M |
| Q1 2026 | $174.5M |
| Q1 2026 | $3.2M |
| Q2 2026 | $2.2M |
| Q2 2026 | $192.8M |
| Q2 2026 | $43K |
| Q2 2026 | $4M |
| Q3 2026 | $2.3M |
| Q3 2026 | $210.5M |
| Q3 2026 | $41K |
| Q3 2026 | $4.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.4M | 40.5K | — | — |
| Q3 2026 | $41K | 383 | — | — |
| Q3 2026 | $210.5M | 2.45M | — | — |
| Q3 2026 | $2.3M | 26.2K | — | — |
| Q2 2026 | $4M | 37.2K | — | — |
| Q2 2026 | $43K | 409 | — | — |
| Q2 2026 | $192.8M | 2.37M | — | — |
| Q2 2026 | $2.2M | 26.8K | — | — |
| Q1 2026 | $3.2M | 32.4K | — | — |
| Q1 2026 | $174.5M | 2.30M | — | — |
| Q1 2026 | $2M | 26.6K | — | — |
| Q4 2025 | $1.9M | 27.7K | — | — |
| Q4 2025 | $2M | 21.0K | — | — |
| Q4 2025 | $144.7M | 2.07M | — | — |
| Q3 2025 | $15K | 177 | — | — |
| Q3 2025 | $1.6M | 24.3K | — | — |
| Q3 2025 | $127M | 1.91M | — | — |
| Q3 2025 | $945K | 11.4K | — | — |
Other funds holding KO
$24.6B
$24.5B
$23.5B
$21.5B
$20.3B
$20.2B