Capital Wealth Planning LLC Sells Over 1 Million Coca-Cola Shares

Firm reduces stake in beverage giant by 33.6% in third quarter

Mar. 14, 2026 at 8:10am

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Capital Wealth Planning LLC decreased its holdings in Coca-Cola Company (NYSE:KO) by 33.6% in the third quarter, according to the company's recent 13F filing with the SEC. The fund sold 1,183,978 shares of Coca-Cola stock, leaving it with 2,343,789 shares worth approximately $155.4 million, or around 1.1% of its total portfolio.

Why it matters

This transaction highlights the shifting investment strategies of major institutional investors like Capital Wealth Planning as they rebalance their portfolios and adjust their exposure to blue-chip stocks like Coca-Cola. The sale could signal broader market trends or changes in the firm's outlook on the beverage industry.

The details

Capital Wealth Planning sold over 1.1 million shares of Coca-Cola in the third quarter, reducing its stake in the company by about a third. The firm now owns approximately 2.3 million Coca-Cola shares, worth around $155 million, making it one of the company's larger institutional investors.

  • Capital Wealth Planning made the share sale in the third quarter of 2026.

The players

Capital Wealth Planning LLC

An investment management firm that oversees approximately $2.3 billion in assets.

Coca-Cola Company

A global beverage manufacturer, marketer and distributor best known for its flagship Coca-Cola soda brand.

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The takeaway

This transaction reflects the ongoing shifts in the investment landscape, as major institutional players like Capital Wealth Planning reevaluate their positions in established blue-chip stocks like Coca-Cola. The sale could signal broader market trends or changes in the firm's outlook on the beverage industry.