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Focus Partners Advisor Solutions’s Coca-Cola KO Stock Holding History

Focus Partners Advisor Solutions’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 		$5.12M Buy
62,971
+622
+1% +$49.1K 0.04% 184
2026
Q1 		$4.74M Buy
62,349
+6,939
+13% +$525K 0.05% 176
2025
Q4 		$3.87M Buy
55,410
+2,897
+6% +$202K 0.05% 194
2025
Q3 		$3.51M Sell
52,513
-12,140
-19% -$836K 0.04% 229
2025
Q2 		$4.57M Sell
64,653
-5,266
-8% -$375K 0.06% 153
2025
Q1 		$5.01M Buy
69,919
+4,941
+8% +$330K 0.08% 129
2024
Q4 		$4.05M Buy
64,978
+25,394
+64% +$1.66M 0.07% 144
2024
Q3 		$2.84M Buy
39,584
+3,714
+10% +$254K 0.06% 152
2024
Q2 		$2.28M Buy
35,870
+9,528
+36% +$590K 0.06% 160
2024
Q1 		$1.61M Buy
26,342
+16,547
+169% +$994K 0.05% 180
2023
Q4 		$577K Sell
9,795
-9,062
-48% -$515K 0.03% 230
2023
Q3 		$1.06M Buy
18,857
+9,949
+112% +$597K 0.05% 163
2023
Q2 		$536K Buy
8,908
+68
+0.8% +$4.23K 0.03% 209
2023
Q1 		$548K Buy
8,840
+633
+8% +$38.3K 0.04% 194
2022
Q4 		$522K Sell
8,207
-47,837
-85% -$2.89M 0.04% 186
2022
Q3 		$3.14M Buy
56,044
+42,491
+314% +$2.64M 0.19% 62
2022
Q2 		$853K Buy
13,553
+6,072
+81% +$385K 0.07% 130
2022
Q1 		$464K Buy
+7,481
New +$455K 0.05% 183

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Focus Partners Advisor Solutions's KO Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Coca-Cola (KO) stake by 1% in Q2 2026, buying an estimated $49.1K and bringing the position to 62,971 shares worth $5.12M. The position accounts for 0.04% of the portfolio, ranked #184.

Focus Partners Advisor Solutions first reported a position in KO in Q1 2022 and has held it in 18 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Focus Partners Advisor Solutions held 62,971 shares of Coca-Cola worth $5.12M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 622 Coca-Cola shares in Q2 2026, an estimated $49.1K.
  • Coca-Cola made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #184 holding.
  • Focus Partners Advisor Solutions first reported a position in Coca-Cola in Q1 2022 and has held it in 18 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.