Foster Victor Wealth Advisors’s Coca-Cola KO Stock Holding History
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
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. 3,648 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.
- 3,648 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.