AIM
KO icon

Access Investment Management’s Coca-Cola KO Stock Holding History

Access Investment 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 		$13.4K Hold
165
– – ﹤0.01% 127
2026
Q1 		$12.5K Hold
165
– – ﹤0.01% 144
2025
Q4 		$10.9K Hold
165
– – ﹤0.01% 153
2025
Q3 		$10.9K Hold
165
– – ﹤0.01% 153
2025
Q2 		$11.7K Buy
+165
New +$11.8K ﹤0.01% 149

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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Access Investment Management's KO Position: Q2 2026 in Review

Access Investment Management held its Coca-Cola (KO) position steady in Q2 2026 at 165 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #127.

Access Investment Management first reported a position in KO in Q2 2025 and has held it in 5 quarters since. 1,872 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Access Investment Management held 165 shares of Coca-Cola worth $13.4K as of Q2 2026.
  • Access Investment Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up ﹤0.01% of Access Investment Management's portfolio in Q2 2026, its #127 holding.
  • Access Investment Management first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
  • 1,872 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.