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
Q2 		$113M Sell
1,384,795
-13,617
-1% -$1.08M 0.12% 173
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 $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 Wealth's KO Position: Q2 2026 in Review

Focus Partners Wealth reduced its Coca-Cola (KO) stake by 0.97% in Q2 2026, selling an estimated $1.08M and leaving 1,384,795 shares worth $113M. The position accounts for 0.12% of the portfolio, ranked #173.

Focus Partners Wealth first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Focus Partners Wealth held 1,384,795 shares of Coca-Cola worth $113M as of Q2 2026.
  • Focus Partners Wealth sold 13,617 Coca-Cola shares in Q2 2026, an estimated $1.08M.
  • Coca-Cola made up 0.12% of Focus Partners Wealth's portfolio in Q2 2026, its #173 holding.
  • Focus Partners Wealth first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.