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Accordant Advisory Group’s Coca-Cola KO Stock Holding History

Accordant Advisory Group’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
Q1 		$115K Buy
1,513
+1,000
+195% +$75.6K 0.07% 59
2025
Q4 		$35.9K Sell
513
-100
-16% -$6.97K 0.02% 92
2025
Q3 		$40.7K Hold
613
– – 0.03% 92
2025
Q2 		$43.4K Buy
613
+100
+19% +$7.12K 0.03% 89
2025
Q1 		$36.7K Sell
513
-62
-11% -$4.14K 0.04% 78
2024
Q4 		$35.8K Hold
575
– – 0.03% 76
2024
Q3 		$41.3K Buy
575
+62
+12% +$4.25K 0.03% 78
2024
Q2 		$32.7K Hold
513
– – 0.03% 88
2024
Q1 		$31.4K Buy
+513
New +$30.8K 0.02% 140

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accordant Advisory Group's KO Position: Q1 2026 in Review

Accordant Advisory Group increased its Coca-Cola (KO) stake by 195% in Q1 2026, buying an estimated $75.6K and bringing the position to 1,513 shares worth $115K. The position accounts for 0.07% of the portfolio, ranked #59.

Accordant Advisory Group first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Accordant Advisory Group held 1,513 shares of Coca-Cola worth $115K as of Q1 2026.
  • Accordant Advisory Group bought 1,000 Coca-Cola shares in Q1 2026, an estimated $75.6K.
  • Coca-Cola made up 0.07% of Accordant Advisory Group's portfolio in Q1 2026, its #59 holding.
  • Accordant Advisory Group first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.