Plan Group Financial, LLC

SEC CIK: 0001940033
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

KO holding history

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

KO overview All 13F holders of KO Full Q2 2026 holdings

Shares (Q2 2026): 4,831
Value: $392.6K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of KO by Plan Group Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,831	$392.6K	0.1%	−21−0.4%	Reduced	Holders
Q1 2026	4,852	$369.0K	0.1%	+35+0.7%	Added	Holders
Q4 2025	4,817	$336.8K	0.1%	−145−2.9%	Reduced	Holders
Q3 2025	4,962	$329.1K	0.1%	+4,962	New	Holders