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Financial Partners Group (Tennessee)’s Coca-Cola KO Stock Holding History

Financial Partners Group (Tennessee)’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
2025
Q2 		$543K Sell
7,678
-699
-8% -$49.8K 0.2% 62
2025
Q1 		$600K Sell
8,377
-475
-5% -$31.7K 0.26% 62
2024
Q4 		$551K Sell
8,852
-2,654
-23% -$173K 0.23% 65
2024
Q3 		$827K Sell
11,506
-488
-4% -$33.4K 0.31% 64
2024
Q2 		$763K Buy
11,994
+354
+3% +$21.9K 0.3% 63
2024
Q1 		$712K Buy
11,640
+3,355
+40% +$202K 0.28% 66
2023
Q4 		$488K Buy
8,285
+196
+2% +$11.1K 0.22% 62
2023
Q3 		$453K Sell
8,089
-9,593
-54% -$575K 0.22% 63
2023
Q2 		$1.06M Buy
17,682
+53
+0.3% +$3.3K 0.54% 42
2023
Q1 		$1.09M Buy
17,629
+499
+3% +$30.2K 0.57% 35
2022
Q4 		$1.09M Buy
+17,130
New +$1.03M 0.64% 35

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Financial Partners Group (Tennessee)'s KO Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its Coca-Cola (KO) stake by 8.3% in Q2 2025, selling an estimated $49.8K and leaving 7,678 shares worth $543K. The position accounts for 0.2% of the portfolio, ranked #62.

Financial Partners Group (Tennessee) first reported a position in KO in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.09M in Q1 2023. 3,360 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Financial Partners Group (Tennessee) held 7,678 shares of Coca-Cola worth $543K as of Q2 2025.
  • Financial Partners Group (Tennessee) sold 699 Coca-Cola shares in Q2 2025, an estimated $49.8K.
  • Coca-Cola made up 0.2% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #62 holding.
  • Financial Partners Group (Tennessee) first reported a position in Coca-Cola in Q4 2022 and has held it in 11 quarters since.
  • Financial Partners Group (Tennessee)'s Coca-Cola position peaked at $1.09M in Q1 2023.
  • 3,360 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.