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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focus Partners Advisor Solutions's KO Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Coca-Cola (KO) stake by 13% in Q1 2026, buying an estimated $525K and bringing the position to 62,349 shares worth $4.74M. The position accounts for 0.05% of the portfolio, ranked #176.

Focus Partners Advisor Solutions first reported a position in KO in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.01M in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Focus Partners Advisor Solutions held 62,349 shares of Coca-Cola worth $4.74M as of Q1 2026.
  • Focus Partners Advisor Solutions bought 6,939 Coca-Cola shares in Q1 2026, an estimated $525K.
  • Coca-Cola made up 0.05% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #176 holding.
  • Focus Partners Advisor Solutions first reported a position in Coca-Cola in Q1 2022 and has held it in 17 quarters since.
  • Focus Partners Advisor Solutions's Coca-Cola position peaked at $5.01M in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.