FPAS
Focus Partners Advisor Solutions’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.57M | Sell |
64,653
-5,266
| -8% | -$372K | 0.06% | 153 |
|
|
2025
Q1 | $5.01M | Buy |
69,919
+4,941
| +8% | +$354K | 0.08% | 129 |
|
|
2024
Q4 | $4.05M | Buy |
64,978
+25,394
| +64% | +$1.58M | 0.07% | 144 |
|
|
2024
Q3 | $2.84M | Buy |
39,584
+3,714
| +10% | +$267K | 0.06% | 152 |
|
|
2024
Q2 | $2.28M | Buy |
35,870
+9,528
| +36% | +$606K | 0.06% | 160 |
|
|
2024
Q1 | $1.61M | Buy |
26,342
+16,547
| +169% | +$1.01M | 0.05% | 180 |
|
|
2023
Q4 | $577K | Sell |
9,795
-9,062
| -48% | -$534K | 0.03% | 230 |
|
|
2023
Q3 | $1.06M | Buy |
18,857
+9,949
| +112% | +$557K | 0.05% | 163 |
|
|
2023
Q2 | $536K | Buy |
8,908
+68
| +0.8% | +$4.1K | 0.03% | 209 |
|
|
2023
Q1 | $548K | Buy |
8,840
+633
| +8% | +$39.3K | 0.04% | 194 |
|
|
2022
Q4 | $522K | Sell |
8,207
-47,837
| -85% | -$3.04M | 0.04% | 186 |
|
|
2022
Q3 | $3.14M | Buy |
56,044
+42,491
| +314% | +$2.38M | 0.19% | 62 |
|
|
2022
Q2 | $853K | Buy |
13,553
+6,072
| +81% | +$382K | 0.07% | 130 |
|
|
2022
Q1 | $464K | Buy |
+7,481
| New | +$464K | 0.05% | 183 |
|