AFS
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Access Financial Services’s Coca-Cola KO Stock Holding History

Access Financial Services’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 		$2M Sell
24,652
-234
-0.9% -$18.5K 0.66% 27
2026
Q1 		$1.89M Sell
24,886
-648
-3% -$49K 0.67% 23
2025
Q4 		$1.79M Sell
25,534
-2,454
-9% -$171K 0.65% 27
2025
Q3 		$1.86M Sell
27,988
-287
-1% -$19.8K 0.67% 25
2025
Q2 		$2M Sell
28,275
-179
-0.6% -$12.8K 0.76% 18
2025
Q1 		$2.04M Buy
28,454
+7,360
+35% +$492K 0.82% 19
2024
Q4 		$1.31M Sell
21,094
-58
-0.3% -$3.79K 0.59% 45
2024
Q3 		$1.52M Sell
21,152
-62
-0.3% -$4.25K 0.7% 38
2024
Q2 		$1.35M Sell
21,214
-5,512
-21% -$341K 0.61% 48
2024
Q1 		$1.64M Sell
26,726
-3,575
-12% -$215K 0.73% 33
2023
Q4 		$1.79M Buy
30,301
+2,573
+9% +$146K 0.92% 20
2023
Q3 		$1.55M Buy
27,728
+1,035
+4% +$62.1K 0.93% 29
2023
Q2 		$1.61M Sell
26,693
-279
-1% -$17.4K 0.94% 26
2023
Q1 		$1.67M Buy
26,972
+4,626
+21% +$280K 1.02% 22
2022
Q4 		$1.42M Sell
22,346
-762
-3% -$46K 0.87% 32
2022
Q3 		$1.29M Sell
23,108
-179
-0.8% -$11.1K 0.84% 31
2022
Q2 		$1.47M Sell
23,287
-757
-3% -$48K 0.84% 29
2022
Q1 		$1.49M Hold
24,044
– – 0.71% 41
2021
Q4 		$1.42M Sell
24,044
-4,588
-16% -$255K 0.64% 49
2021
Q3 		$1.5M Sell
28,632
-9,858
-26% -$550K 0.68% 46
2021
Q2 		$2.08M Sell
38,490
-8,626
-18% -$469K 0.97% 23
2021
Q1 		$2.48M Buy
47,116
+10,438
+28% +$525K 1.16% 16
2020
Q4 		$2.01M Sell
36,678
-753
-2% -$38.9K 0.98% 26
2020
Q3 		$1.85M Sell
37,431
-37
-0.1% -$1.78K 1% 27
2020
Q2 		$1.67M Sell
37,468
-683
-2% -$31.5K 1.1% 25
2020
Q1 		$1.69M Sell
38,151
-18
-0% -$972 1.35% 17
2019
Q4 		$2.11M Sell
38,169
-285
-0.7% -$15.3K 1.22% 16
2019
Q3 		$2.09M Buy
38,454
+2
+0% +$107 1.49% 13
2019
Q2 		$1.96M Buy
38,452
+376
+1% +$18.4K 1.49% 15
2019
Q1 		$1.78M Buy
38,076
+3,001
+9% +$140K 1.41% 17
2018
Q4 		$1.66M Sell
35,075
-682
-2% -$32.6K 1.48% 14
2018
Q3 		$1.65M Sell
35,757
-218
-0.6% -$9.96K 1.13% 20
2018
Q2 		$1.58M Buy
35,975
+62
+0.2% +$2.68K 1.11% 23
2018
Q1 		$1.56M Buy
35,913
+1,350
+4% +$60.6K 1.15% 21
2017
Q4 		$1.59M Buy
34,563
+3,528
+11% +$162K 1.09% 23
2017
Q3 		$1.4M Sell
31,035
-1,150
-4% -$52.3K 1.07% 30
2017
Q2 		$1.44M Sell
32,185
-110
-0.3% -$4.86K 1.18% 22
2017
Q1 		$1.37M Buy
32,295
+7,295
+29% +$304K 1.16% 23
2016
Q4 		$1.04M Buy
+25,000
New +$1.04M 0.94% 29

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Access Financial Services's KO Position: Q2 2026 in Review

Access Financial Services reduced its Coca-Cola (KO) stake by 0.94% in Q2 2026, selling an estimated $18.5K and leaving 24,652 shares worth $2M. The position accounts for 0.66% of the portfolio, ranked #27.

Access Financial Services first reported a position in KO in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.48M in Q1 2021. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Access Financial Services held 24,652 shares of Coca-Cola worth $2M as of Q2 2026.
  • Access Financial Services sold 234 Coca-Cola shares in Q2 2026, an estimated $18.5K.
  • Coca-Cola made up 0.66% of Access Financial Services's portfolio in Q2 2026, its #27 holding.
  • Access Financial Services first reported a position in Coca-Cola in Q4 2016 and has held it in 39 quarters since.
  • Access Financial Services's Coca-Cola position peaked at $2.48M in Q1 2021.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.