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Focus Financial Network’s Coca-Cola KO Stock Holding History

Focus Financial Network’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 		$2.07M Sell
25,252
-782
-3% -$61.8K 0.06% 237
2026
Q1 		$1.99M Sell
26,034
-2,530
-9% -$191K 0.07% 213
2025
Q4 		$2M Buy
28,564
+723
+3% +$50.4K 0.07% 212
2025
Q3 		$1.86M Buy
27,841
+458
+2% +$31.5K 0.07% 221
2025
Q2 		$1.95M Buy
27,383
+286
+1% +$20.4K 0.08% 195
2025
Q1 		$1.95M Sell
27,097
-941
-3% -$62.8K 0.08% 184
2024
Q4 		$1.75M Buy
28,038
+658
+2% +$43K 0.07% 198
2024
Q3 		$1.98M Buy
27,380
+1,189
+5% +$81.4K 0.08% 187
2024
Q2 		$1.71M Buy
26,191
+1,164
+5% +$72.1K 0.07% 195
2024
Q1 		$1.47M Sell
25,027
-30,203
-55% -$1.81M 0.07% 205
2023
Q4 		$3.25M Buy
55,230
+30,495
+123% +$1.73M 0.12% 149
2023
Q3 		$1.4M Sell
24,735
-154
-0.6% -$9.24K 0.08% 185
2023
Q2 		$1.51M Buy
24,889
+61
+0.2% +$3.79K 0.08% 178
2023
Q1 		$1.55M Buy
24,828
+580
+2% +$35.1K 0.1% 169
2022
Q4 		$1.54M Buy
24,248
+98
+0.4% +$5.92K 0.13% 140
2022
Q3 		$1.36M Buy
24,150
+1,176
+5% +$73.1K 0.12% 146
2022
Q2 		$1.46M Buy
22,974
+1,791
+8% +$114K 0.12% 147
2022
Q1 		$1.32M Sell
21,183
-9,112
-30% -$554K 0.09% 169
2021
Q4 		$1.79M Buy
30,295
+2,645
+10% +$147K 0.26% 89
2021
Q3 		$1.46M Buy
27,650
+1,826
+7% +$102K 0.2% 121
2021
Q2 		$1.41M Buy
25,824
+1,652
+7% +$89.9K 0.19% 125
2021
Q1 		$1.28M Buy
24,172
+8,046
+50% +$405K 0.15% 135
2020
Q4 		$884K Buy
16,126
+176
+1% +$9.1K 0.08% 191
2020
Q3 		$794K Buy
15,950
+5
+0% +$240 0.07% 205
2020
Q2 		$719K Buy
15,945
+2,684
+20% +$124K 0.08% 199
2020
Q1 		$593K Sell
13,261
-2,692
-17% -$145K 0.08% 196
2019
Q4 		$883K Buy
15,953
+3,672
+30% +$197K 0.11% 170
2019
Q3 		$673K Sell
12,281
-214
-2% -$11.5K 0.09% 182
2019
Q2 		$641K Sell
12,495
-89
-0.7% -$4.36K 0.1% 183
2019
Q1 		$595K Buy
+12,584
New +$589K 0.1% 183

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

Focus Financial Network's KO Position: Q2 2026 in Review

Focus Financial Network reduced its Coca-Cola (KO) stake by 3% in Q2 2026, selling an estimated $61.8K and leaving 25,252 shares worth $2.07M. The position accounts for 0.06% of the portfolio, ranked #237.

Focus Financial Network first reported a position in KO in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.25M in Q4 2023. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Focus Financial Network held 25,252 shares of Coca-Cola worth $2.07M as of Q2 2026.
  • Focus Financial Network sold 782 Coca-Cola shares in Q2 2026, an estimated $61.8K.
  • Coca-Cola made up 0.06% of Focus Financial Network's portfolio in Q2 2026, its #237 holding.
  • Focus Financial Network first reported a position in Coca-Cola in Q1 2019 and has held it in 30 quarters since.
  • Focus Financial Network's Coca-Cola position peaked at $3.25M in Q4 2023.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.