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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
Q2 		$316K Buy
3,886
+15
+0.4% +$1.19K 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% +$5.71K 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

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

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

Accel Wealth Management increased its Coca-Cola (KO) stake by 0.39% in Q2 2026, buying an estimated $1.19K and bringing the position to 3,886 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #213.

Accel Wealth Management first reported a position in KO in Q4 2020 and has held it in 20 quarters since. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Accel Wealth Management held 3,886 shares of Coca-Cola worth $316K as of Q2 2026.
  • Accel Wealth Management bought 15 Coca-Cola shares in Q2 2026, an estimated $1.19K.
  • Coca-Cola made up 0.07% of Accel Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Accel Wealth Management first reported a position in Coca-Cola in Q4 2020 and has held it in 20 quarters since.
  • 1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.