FOCUS Wealth Advisors’s Coca-Cola KO Stock Holding History

FOCUS Wealth Advisors’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
2023 Q3	–	Sell	-24,682	Closed	-$1.49M	–	63
2023 Q2	$1.49M	Sell	24,682 -1,627	-6%	-$101K	1.01%	28
2023 Q1	$1.63M	Buy	26,309 +2,035	+8%	+$123K	1.07%	25
2022 Q4	$1.54M	Sell	24,274 -56	-0.2%	-$3.38K	1.07%	28
2022 Q3	$1.36M	Sell	24,330 -28	-0.1%	-$1.74K	0.97%	30
2022 Q2	$1.53M	Buy	+24,358	New	+$1.54M	1.05%	24

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

FOCUS Wealth Advisors's KO Position: Q3 2023 in Review

FOCUS Wealth Advisors sold out of Coca-Cola (KO) in Q3 2023, closing a stake of 24,682 shares — an estimated $1.49M sold.

FOCUS Wealth Advisors first reported a position in KO in Q2 2022 and held it in 5 quarters. The position peaked at $1.63M in Q1 2023. 2,827 funds tracked by Wall St. Rank hold KO as of Q3 2023.

FOCUS Wealth Advisors reported no remaining Coca-Cola position as of Q3 2023 after selling out during the quarter.
FOCUS Wealth Advisors sold 24,682 Coca-Cola shares in Q3 2023, an estimated $1.49M.
FOCUS Wealth Advisors first reported a position in Coca-Cola in Q2 2022 and held it in 5 quarters.
FOCUS Wealth Advisors's Coca-Cola position peaked at $1.63M in Q1 2023.
2,827 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2023.

Based on FOCUS Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.