Skip to main content

Essential Planning, LLC.

SEC CIK
0001949824
Latest filing
Aug 3, 2026

KO holding history

Coca Cola Co in every 13F filed by Essential Planning, LLC., 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2022
Holdings of KO by Essential Planning, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3,233−100.0%Sold outHolders
Q4 20253,233$226.1K0.1%+3,233NewHolders
Q1 20250$00.0%−156,515−100.0%Sold outHolders
Q4 2024156,515$10.2M0.1%+156,515NewHolders
Q2 20240$00.0%−3,465−100.0%Sold outHolders
Q1 20243,465$204.2K0.1%00.0%UnchangedHolders
Q4 20233,465$204.2K0.1%+3,465NewHolders
Q3 20230$00.0%−3,944−100.0%Sold outHolders
Q2 20233,944$237.5K0.1%00.0%UnchangedHolders
Q1 20233,944$244.6K0.1%−535−11.9%ReducedHolders
Q4 20224,479$254.5K0.2%+4,479NewHolders