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Coca-Cola Company shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Coca-Cola Company

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All positions including Coca-Cola Company held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $23k 300 75.99

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Coca-Cola Company

Berkshire Hathaway
Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Charles Schwab Investment Management
Bank of America Corporation
Franklin Resources
Northern Trust
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding Coca-Cola Company