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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

KO holding history

Coca Cola Co in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KO overviewAll 13F holders of KOFull Q2 2026 holdings

Shares (Q2 2026)
2,398,911
Value
$195.0M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of KO by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,398,911$195.0M0.1%+77,242+3.3%AddedHolders
Q1 20262,321,669$176.6M0.1%+223,523+10.7%AddedHolders
Q4 20252,098,146$146.7M0.1%+159,662+8.2%AddedHolders
Q3 20251,938,484$128.6M0.1%−17,367−0.9%ReducedHolders
Q2 20251,955,851$138.4M0.1%+26,923+1.4%AddedHolders
Q1 20251,928,928$138.1M0.1%+66,067+3.5%AddedHolders
Q4 20241,862,861$116.0M0.1%+10,329+0.6%AddedHolders
Q3 20241,852,532$133.1M0.1%+70,604+4.0%AddedHolders
Q2 20241,781,928$113.4M0.1%+65,533+3.8%AddedHolders
Q1 20241,716,395$105.0M0.1%+44,215+2.6%AddedHolders
Q4 20231,672,180$98.5M0.2%−82,349−4.7%ReducedHolders
Q3 20231,754,529$98.2M0.1%+201,156+12.9%AddedHolders
Q2 20231,553,373$93.5M0.1%+73,633+5.0%AddedHolders
Q1 20231,479,740$91.8M0.1%+47,158+3.3%AddedHolders
Q4 20221,432,582$91.1M0.1%−10,045−0.7%ReducedHolders
Q3 20221,442,627$80.8M0.1%+132,553+10.1%AddedHolders
Q2 20221,310,074$82.4M0.1%+316,821+31.9%AddedHolders
Q1 2022993,253$61.6M0.1%+92,286+10.2%AddedHolders
Q4 2021900,967$53.3M0.1%−164,821−15.5%ReducedHolders
Q3 20211,065,788$55.9M0.1%−205,333−16.2%ReducedHolders
Q2 20211,271,121$68.8M0.1%−605,807−32.3%ReducedHolders
Q1 20211,876,928$98.9M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.