FVWA
KO icon

Foster Victor Wealth Advisors’s Coca-Cola KO Stock Holding History

Foster Victor 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
2026
Q2 		$8.46M Sell
101,802
-1,324
-1% -$105K 0.44% 96
2026
Q1 		$7.83M Sell
103,126
-6,371
-6% -$482K 0.45% 90
2025
Q4 		$7.71M Sell
109,497
-202
-0.2% -$14.1K 0.45% 88
2025
Q3 		$7.31M Buy
109,699
+26,039
+31% +$1.79M 0.46% 89
2025
Q2 		$5.81M Sell
83,660
-2,661
-3% -$190K 0.39% 90
2025
Q1 		$6.17M Buy
86,321
+68,201
+376% +$4.55M 0.5% 81
2024
Q4 		$1.14M Buy
18,120
+4,123
+29% +$269K 0.09% 109
2024
Q3 		$974K Sell
13,997
-1,348
-9% -$92.3K 0.08% 111
2024
Q2 		$986K Buy
15,345
+1,247
+9% +$77.2K 0.08% 111
2024
Q1 		$832K Sell
14,098
-476
-3% -$28.6K 0.08% 103
2023
Q4 		$876K Buy
14,574
+7,159
+97% +$407K 0.09% 102
2023
Q3 		$394K Buy
7,415
+438
+6% +$26.3K 0.05% 112
2023
Q2 		$426K Sell
6,977
-743
-10% -$46.2K 0.05% 112
2023
Q1 		$480K Buy
7,720
+559
+8% +$33.8K 0.06% 109
2022
Q4 		$454K Buy
7,161
+718
+11% +$43.3K 0.06% 105
2022
Q3 		$355K Buy
6,443
+300
+5% +$18.6K 0.05% 107
2022
Q2 		$390K Buy
6,143
+1,654
+37% +$105K 0.06% 103
2022
Q1 		$283K Sell
4,489
-314
-7% -$19.1K 0.04% 112
2021
Q4 		$291K Sell
4,803
-87
-2% -$4.84K 0.04% 119
2021
Q3 		$257K Sell
4,890
-1,100
-18% -$61.3K 0.04% 123
2021
Q2 		$324K Sell
5,990
-425
-7% -$23.1K 0.05% 114
2021
Q1 		$341K Buy
6,415
+549
+9% +$27.6K 0.06% 110
2020
Q4 		$322K Buy
5,866
+680
+13% +$35.2K 0.07% 109
2020
Q3 		$256K Buy
5,186
+283
+6% +$13.6K 0.07% 114
2020
Q2 		$219K Buy
4,903
+6
+0.1% +$276 0.07% 109
2020
Q1 		$222K Sell
4,897
-390
-7% -$21.1K 0.1% 88
2019
Q4 		$287K Buy
5,287
+20
+0.4% +$1.07K 0.12% 90
2019
Q3 		$284K Buy
5,267
+652
+14% +$34.9K 0.16% 74
2019
Q2 		$240K Buy
4,615
+285
+7% +$14K 0.18% 80
2019
Q1 		$203K Sell
4,330
-57
-1% -$2.67K 0.16% 87
2018
Q4 		$208K Buy
+4,387
New +$210K 0.2% 75

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Foster Victor Wealth Advisors's KO Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Coca-Cola (KO) stake by 1.3% in Q2 2026, selling an estimated $105K and leaving 101,802 shares worth $8.46M. The position accounts for 0.44% of the portfolio, ranked #96.

Foster Victor Wealth Advisors first reported a position in KO in Q4 2018 and has held it in 31 quarters since. 1,545 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Foster Victor Wealth Advisors held 101,802 shares of Coca-Cola worth $8.46M as of Q2 2026.
  • Foster Victor Wealth Advisors sold 1,324 Coca-Cola shares in Q2 2026, an estimated $105K.
  • Coca-Cola made up 0.44% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Foster Victor Wealth Advisors first reported a position in Coca-Cola in Q4 2018 and has held it in 31 quarters since.
  • 1,545 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.