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Focused Wealth Management’s Coca-Cola KO Stock Holding History

Focused Wealth Management’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
2018
Q2 		– Sell
-21,000
Closed -$31K – 707
2018
Q1 		$31K Buy
+21,000
New +$943K 0.01% 340
2017
Q3 		– Sell
-13,000
Closed -$25K – 693
2017
Q2 		$25K Buy
+13,000
New +$574K 0.01% 356

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

Focused Wealth Management's KO Position: Q2 2026 in Review

Focused Wealth Management opened a new position in Coca-Cola (KO) in Q2 2026: 3,748 shares worth $305K. The stake represents 0.03% of the portfolio and ranks #178 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in KO as recently as Q1 2025.

Focused Wealth Management first reported a position in KO in Q3 2013 and has held it in 44 quarters since. The position peaked at $1.03M in Q1 2018. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Focused Wealth Management held 3,748 shares of Coca-Cola worth $305K as of Q2 2026.
  • Coca-Cola was a new Focused Wealth Management position in Q2 2026.
  • Coca-Cola made up 0.03% of Focused Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Focused Wealth Management first reported a position in Coca-Cola in Q3 2013 and has held it in 44 quarters since.
  • Focused Wealth Management's Coca-Cola position peaked at $1.03M in Q1 2018.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.