KO — Coca Cola Company

Ownership history in Capital Wealth Planning, LLC  ·  39 quarters on record

This page tracks every 13F SEC filing in which Capital Wealth Planning, LLC reported a position in Coca Cola Company (KO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.97% (2021 Q1)
Avg. % of fund
0.64%
First filed
2014 Q1
Last filed
2025 Q4
Quarters held
39
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,209,075 +1,865,286 +79.6% 1.90% $292.9M $69.43
2025 Q3 REDUCED 2,343,789 -1,183,978 -33.6% 1.10% $155.4M $65.41
2025 Q2 ADDED 3,527,767 +3,520,913 +51370.2% 1.97% $249.6M $69.25
2025 Q1 ADDED 6,854 +35 +0.5% 0.00% $491K $69.60
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    KO price (monthly, adj. close)

Other funds also holding KO

As of 2025 Q4 — sorted by position size

ALLEN HOLDING INC /NY 3Y 7Y 39.98% BIGLARI, SARDAR 3Y 7Y 15.49% BERKSHIRE HATHAWAY INC 3Y 7Y 10.2% PFW Advisors LLC 9.58% CULLINAN ASSOCIATES INC 3Y 7Y 6.47% Meadow Creek Wealth Advisors LLC 3Y 6.41% Pinnacle Financial Partners, Inc. 5.86% Alphinity Investment Management Pty Ltd 3Y 7Y 5.72% Savoir Faire Capital Management, L.P. 5.57% Ilex Capital Partners (UK) LLP 5.52%
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