Accelerate Investment Advisors’s Coca-Cola KO Stock Holding History

Accelerate Investment 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
2025 Q4	–	Sell	-3,170	Closed	-$210K	–	125
2025 Q3	$210K	Sell	3,170 -20	-0.6%	-$1.38K	0.14%	116
2025 Q2	$226K	Buy	3,190 +325	+11%	+$23.2K	0.17%	104
2025 Q1	$205K	Buy	+2,865	New	+$191K	0.17%	110
2024 Q4	–	Sell	-2,785	Closed	-$200K	–	101
2024 Q3	$200K	Buy	+2,785	New	+$191K	0.2%	82

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Accelerate Investment Advisors's KO Position: Q4 2025 in Review

Accelerate Investment Advisors sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 3,170 shares — an estimated $210K sold.

Accelerate Investment Advisors first reported a position in KO in Q3 2024 and held it in 4 quarters. The position peaked at $226K in Q2 2025. 3,475 funds tracked by Wall St. Rank hold KO as of Q4 2025.

Accelerate Investment Advisors reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
Accelerate Investment Advisors sold 3,170 Coca-Cola shares in Q4 2025, an estimated $210K.
Accelerate Investment Advisors first reported a position in Coca-Cola in Q3 2024 and held it in 4 quarters.
Accelerate Investment Advisors's Coca-Cola position peaked at $226K in Q2 2025.
3,475 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on Accelerate Investment Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.