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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 $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Focused Wealth Management's KO Position: Q2 2025 in Review

Focused Wealth Management sold out of Coca-Cola (KO) in Q2 2025, closing a stake of 2,964 shares — an estimated $212K sold.

Focused Wealth Management first reported a position in KO in Q3 2013 and held it in 43 quarters. The position peaked at $1.03M in Q1 2018. 3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

  • Focused Wealth Management reported no remaining Coca-Cola position as of Q2 2025 after selling out during the quarter.
  • Focused Wealth Management sold 2,964 Coca-Cola shares in Q2 2025, an estimated $212K.
  • Focused Wealth Management first reported a position in Coca-Cola in Q3 2013 and held it in 43 quarters.
  • Focused Wealth Management's Coca-Cola position peaked at $1.03M in Q1 2018.
  • 3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Focused Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.