Back to Capital Wealth Planning, LLC Capital Wealth Planning, LLC

KOKO
Showing 8 of 28 quarters

Position history for Capital Wealth Planning, LLCCapital Wealth Planning, LLC's holdings in Coca-Cola Company

Yes. Capital Wealth Planning holds 5,970,593 shares of KO (Coca-Cola), worth $485.2M, as of its Q2 2026 13F filing. It increased the position by 1,181,888 shares (+24.7%) from Q1 2026. Capital Wealth Planning has held KO since Q2 2023, across 13 quarterly 13F filings. KO is 2.4% of Capital Wealth Planning's reported 13F portfolio.

Current Value

$485.2M

Current Shares

6M

Total Value Change

+$484.5M

Total Shares Change

+6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6M
+24.7%
$485.2M2.4%$80.79
66
2026-Q1
Increased
4.8M
+13.8%
$364.2M2.0%$75.11
60
2025-Q4
Increased
4.2M
+79.6%
$292.9M1.9%$68.58
74
2025-Q3
Decreased
2.3M
-33.6%
$155.4M1.1%$64.60
0
2025-Q2
Increased
3.5M
+514x
$249.6M2.0%$68.39
78
2025-Q1
Increased
6,854
+0.5%
$490,9020.0%$68.75
24
2024-Q4
Decreased
6,819
-33.5%
$424,5670.0%$59.32
0
2024-Q3
Increased
10,252
+1.2%
$736,7150.0%$67.96
25

Other major holders of KO: BERKSHIRE HATHAWAY INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used