Accel Wealth Management
KO icon

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

Accel 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
2026
Q3 		$335K Buy
3,892
+6
+0.2% +$520 0.07% 201
2026
Q2 		$316K Buy
3,886
+15
+0.4% +$1.18K 0.07% 213
2026
Q1 		$294K Sell
3,871
-252
-6% -$19.1K 0.08% 215
2025
Q4 		$288K Buy
4,123
+259
+7% +$18.1K 0.08% 208
2025
Q3 		$256K Sell
3,864
-61
-2% -$4.2K 0.07% 224
2025
Q2 		$278K Buy
3,925
+76
+2% +$5.41K 0.09% 202
2025
Q1 		$276K Sell
3,849
-12
-0.3% -$801 0.1% 198
2024
Q4 		$240K Sell
3,861
-99
-3% -$6.46K 0.09% 213
2024
Q3 		$285K Buy
3,960
+278
+8% +$19K 0.11% 192
2024
Q2 		$234K Buy
3,682
+316
+9% +$19.6K 0.09% 199
2024
Q1 		$206K Buy
+3,366
New +$202K 0.09% 212
2023
Q2 		– Sell
-2,735
Closed -$170K – 547
2023
Q1 		$170K Hold
2,735
– – 0.07% 243
2022
Q4 		$174K Sell
2,735
-261
-9% -$15.8K 0.08% 172
2022
Q3 		$170K Buy
2,996
+406
+16% +$25.2K 0.09% 176
2022
Q2 		$162K Buy
2,590
+90
+4% +$5.7K 0.09% 163
2022
Q1 		$157K Sell
2,500
-656
-21% -$39.9K 0.08% 188
2021
Q4 		$187K Buy
3,156
+1,106
+54% +$61.6K 0.09% 174
2021
Q3 		$108K Buy
2,050
+85
+4% +$4.74K 0.07% 212
2021
Q2 		$106K Sell
1,965
-1,400
-42% -$76.2K 0.07% 229
2021
Q1 		$177K Sell
3,365
-145
-4% -$7.3K 0.14% 151
2020
Q4 		$193K Buy
+3,510
New +$181K 0.18% 124

Other funds holding KO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Accel Wealth Management's KO Position: Q3 2026 in Review

Accel Wealth Management increased its Coca-Cola (KO) stake by 0.15% in Q3 2026, buying an estimated $520 and bringing the position to 3,892 shares worth $335K. The position accounts for 0.07% of the portfolio, ranked #201.

Accel Wealth Management first reported a position in KO in Q4 2020 and has held it in 21 quarters since. 2,305 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Accel Wealth Management held 3,892 shares of Coca-Cola worth $335K as of Q3 2026.
  • Accel Wealth Management bought 6 Coca-Cola shares in Q3 2026, an estimated $520.
  • Coca-Cola made up 0.07% of Accel Wealth Management's portfolio in Q3 2026, its #201 holding.
  • Accel Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 21 quarters since.
  • 2,305 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.