Focus Partners Wealth
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Focus Partners Wealth’s Coca-Cola KO Stock Holding History

Focus Partners Wealth’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 		$106M Buy
1,398,412
+10,088
+0.7% +$763K 0.12% 179
2025
Q4 		$96.9M Buy
1,388,324
+216,823
+19% +$15.1M 0.11% 184
2025
Q3 		$77.8M Buy
1,171,501
+99,101
+9% +$6.82M 0.13% 149
2025
Q2 		$75.9M Sell
1,072,400
-42,564
-4% -$3.03M 0.16% 132
2025
Q1 		$79.9M Buy
1,114,964
+6,939
+0.6% +$463K 0.2% 108
2024
Q4 		$69M Buy
1,108,025
+433,030
+64% +$28.3M 0.18% 117
2024
Q3 		$48.5M Sell
674,995
-792,301
-54% -$54.3M 0.15% 142
2024
Q2 		$93.4M Buy
1,467,296
+950,182
+184% +$58.8M 0.31% 75
2024
Q1 		$31.6M Buy
517,114
+420,473
+435% +$25.3M 0.26% 100
2023
Q4 		$5.7M Buy
+96,641
New +$5.49M 0.07% 215

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 Wealth's KO Position: Q1 2026 in Review

Focus Partners Wealth increased its Coca-Cola (KO) stake by 0.73% in Q1 2026, buying an estimated $763K and bringing the position to 1,398,412 shares worth $106M. The position accounts for 0.12% of the portfolio, ranked #179.

Focus Partners Wealth first reported a position in KO in Q4 2023 and has held it in 10 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Focus Partners Wealth held 1,398,412 shares of Coca-Cola worth $106M as of Q1 2026.
  • Focus Partners Wealth bought 10,088 Coca-Cola shares in Q1 2026, an estimated $763K.
  • Coca-Cola made up 0.12% of Focus Partners Wealth's portfolio in Q1 2026, its #179 holding.
  • Focus Partners Wealth first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.