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FAS Wealth Partners’s Coca-Cola KO Stock Holding History

FAS Wealth Partners’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Sell
18,185
-876
-5% -$69.2K 0.08% 157
2026
Q1 		$1.45M Buy
19,061
+677
+4% +$51.2K 0.09% 149
2025
Q4 		$1.29M Buy
18,384
+210
+1% +$14.6K 0.08% 148
2025
Q3 		$1.21M Buy
18,174
+112
+0.6% +$7.71K 0.08% 151
2025
Q2 		$1.28M Buy
18,062
+131
+0.7% +$9.33K 0.09% 139
2025
Q1 		$1.28M Sell
17,931
-390
-2% -$26K 0.1% 133
2024
Q4 		$1.14M Sell
18,321
-593
-3% -$38.7K 0.1% 139
2024
Q3 		$1.36M Buy
18,914
+104
+0.6% +$7.12K 0.11% 132
2024
Q2 		$1.2M Sell
18,810
-152
-0.8% -$9.41K 0.1% 133
2024
Q1 		$1.16M Sell
18,962
-748
-4% -$44.9K 0.1% 137
2023
Q4 		$1.16M Sell
19,710
-2,684
-12% -$152K 0.11% 134
2023
Q3 		$1.25M Buy
22,394
+132
+0.6% +$7.92K 0.13% 130
2023
Q2 		$1.34M Buy
22,262
+1,056
+5% +$65.7K 0.17% 109
2023
Q1 		$1.32M Sell
21,206
-874
-4% -$52.9K 0.14% 126
2022
Q4 		$1.4M Sell
22,080
-967
-4% -$58.4K 0.16% 122
2022
Q3 		$1.29M Buy
23,047
+927
+4% +$57.6K 0.14% 108
2022
Q2 		$1.39M Buy
22,120
+4,362
+25% +$277K 0.15% 102
2022
Q1 		$1.1M Sell
17,758
-200
-1% -$12.2K 0.1% 121
2021
Q4 		$1.06M Sell
17,958
-7,001
-28% -$390K 0.1% 126
2021
Q3 		$1.31M Sell
24,959
-276
-1% -$15.4K 0.12% 108
2021
Q2 		$1.36M Sell
25,235
-483
-2% -$26.3K 0.13% 104
2021
Q1 		$1.36M Sell
25,718
-1,227
-5% -$61.8K 0.14% 100
2020
Q4 		$1.48M Buy
26,945
+293
+1% +$15.2K 0.17% 90
2020
Q3 		$1.32M Buy
26,652
+364
+1% +$17.5K 0.18% 92
2020
Q2 		$1.18M Buy
26,288
+102
+0.4% +$4.7K 0.17% 92
2020
Q1 		$1.16M Buy
26,186
+6,416
+32% +$347K 0.2% 84
2019
Q4 		$1.09M Buy
19,770
+189
+1% +$10.2K 0.18% 85
2019
Q3 		$1.07M Buy
19,581
+686
+4% +$36.7K 0.19% 82
2019
Q2 		$962K Buy
18,895
+103
+0.5% +$5.05K 0.18% 89
2019
Q1 		$881K Sell
18,792
-201
-1% -$9.4K 0.17% 91
2018
Q4 		$899K Sell
18,993
-613
-3% -$29.3K 0.21% 81
2018
Q3 		$906K Sell
19,606
-329
-2% -$15K 0.21% 71
2018
Q2 		$874K Sell
19,935
-133
-0.7% -$5.74K 0.23% 70
2018
Q1 		$872K Sell
20,068
-4,225
-17% -$190K 0.25% 69
2017
Q4 		$1.11M Sell
24,293
-219
-0.9% -$10.1K 0.29% 59
2017
Q3 		$1.1M Sell
24,512
-1,877
-7% -$85.4K 0.31% 58
2017
Q2 		$1.18M Buy
26,389
+100
+0.4% +$4.42K 0.35% 52
2017
Q1 		$1.12M Buy
26,289
+1,014
+4% +$42.3K 0.34% 52
2016
Q4 		$1.05M Buy
25,275
+1,596
+7% +$66.4K 0.31% 45
2016
Q3 		$1M Buy
23,679
+1,497
+7% +$65.6K 0.33% 44
2016
Q2 		$1.01M Buy
22,182
+396
+2% +$17.9K 0.37% 39
2016
Q1 		$1.01M Buy
21,786
+1,460
+7% +$63.5K 0.52% 21
2015
Q4 		$873K Sell
20,326
-1,782
-8% -$75.6K 0.44% 28
2015
Q3 		$887K Sell
22,108
-5,691
-20% -$228K 0.51% 25
2015
Q2 		$1.09M Sell
27,799
-13,510
-33% -$549K 0.55% 21
2015
Q1 		$1.68M Sell
41,309
-300
-0.7% -$12.5K 0.86% 11
2014
Q4 		$1.76M Sell
41,609
-1,552
-4% -$66.3K 0.93% 12
2014
Q3 		$1.84M Sell
43,161
-292
-0.7% -$12.1K 1.06% 12
2014
Q2 		$1.84M Sell
43,453
-12,080
-22% -$490K 1.06% 11
2014
Q1 		$2.15M Sell
55,533
-20,074
-27% -$776K 1.46% 6
2013
Q4 		$3.12M Buy
+75,607
New +$2.98M 1.86% 4

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FAS Wealth Partners's KO Position: Q2 2026 in Review

FAS Wealth Partners reduced its Coca-Cola (KO) stake by 4.6% in Q2 2026, selling an estimated $69.2K and leaving 18,185 shares worth $1.48M. The position accounts for 0.08% of the portfolio, ranked #157.

FAS Wealth Partners first reported a position in KO in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.12M in Q4 2013. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • FAS Wealth Partners held 18,185 shares of Coca-Cola worth $1.48M as of Q2 2026.
  • FAS Wealth Partners sold 876 Coca-Cola shares in Q2 2026, an estimated $69.2K.
  • Coca-Cola made up 0.08% of FAS Wealth Partners's portfolio in Q2 2026, its #157 holding.
  • FAS Wealth Partners first reported a position in Coca-Cola in Q4 2013 and has held it in 51 quarters since.
  • FAS Wealth Partners's Coca-Cola position peaked at $3.12M in Q4 2013.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.