Accredited Investors’s Coca-Cola KO Stock Holding History

Accredited Investors’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	$1.08M	Buy	13,300 +644	+5%	+$50.9K	0.05%	111
2026 Q1	$962K	Sell	12,656 -2,693	-18%	-$204K	0.05%	110
2025 Q4	$1.07M	Buy	15,349 +150	+1%	+$10.5K	0.06%	103
2025 Q3	$1.01M	Buy	15,199 +551	+4%	+$37.9K	0.06%	99
2025 Q2	$1.04M	Buy	14,648 +433	+3%	+$30.8K	0.06%	97
2025 Q1	$1.02M	Buy	14,215 +200	+1%	+$13.4K	0.06%	91
2024 Q4	$873K	Buy	14,015 +122	+0.9%	+$7.96K	0.05%	95
2024 Q3	$998K	Buy	13,893 +3,987	+40%	+$273K	0.06%	93
2024 Q2	$630K	Buy	9,906 +811	+9%	+$50.2K	0.04%	110
2024 Q1	$556K	Buy	9,095 +395	+5%	+$23.7K	0.04%	119
2023 Q4	$513K	Sell	8,700 -307	-3%	-$17.4K	0.04%	119
2023 Q3	$504K	Buy	9,007 +11	+0.1%	+$660	0.04%	112
2023 Q2	$542K	Sell	8,996 -954	-10%	-$59.4K	0.04%	107
2023 Q1	$617K	Buy	9,950 +16	+0.2%	+$969	0.05%	97
2022 Q4	$632K	Sell	9,934 -649	-6%	-$39.2K	0.05%	89
2022 Q3	$593K	Buy	10,583 +248	+2%	+$15.4K	0.07%	88
2022 Q2	$650K	Sell	10,335 -28	-0.3%	-$1.77K	0.08%	89
2022 Q1	$642K	Buy	10,363 +624	+6%	+$37.9K	0.06%	95
2021 Q4	$577K	Buy	9,739 +46	+0.5%	+$2.56K	0.05%	103
2021 Q3	$509K	Buy	9,693 +64	+0.7%	+$3.57K	0.06%	103
2021 Q2	$521K	Sell	9,629 -483	-5%	-$26.3K	0.05%	103
2021 Q1	$533K	Sell	10,112 -806	-7%	-$40.6K	0.07%	95
2020 Q4	$599K	Buy	10,918 +835	+8%	+$43.2K	0.1%	83
2020 Q3	$498K	Buy	10,083 +351	+4%	+$16.9K	0.1%	85
2020 Q2	$435K	Hold	9,732	–	–	0.09%	88
2020 Q1	$431K	Buy	9,732 +2,200	+29%	+$119K	0.1%	86
2019 Q4	$417K	Buy	7,532 +375	+5%	+$20.2K	0.07%	96
2019 Q3	$390K	Hold	7,157	–	–	0.08%	91
2019 Q2	$364K	Sell	7,157 -200	-3%	-$9.8K	0.07%	98
2019 Q1	$345K	Buy	7,357 +1,200	+19%	+$56.1K	0.07%	98
2018 Q4	$292K	Buy	+6,157	New	+$295K	0.07%	97
2018 Q1	–	Sell	-6,351	Closed	-$291K	–	122
2017 Q4	$291K	Sell	6,351 -483	-7%	-$22.2K	0.08%	91
2017 Q3	$308K	Buy	+6,834	New	+$311K	0.09%	86

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Accredited Investors's KO Position: Q2 2026 in Review

Accredited Investors increased its Coca-Cola (KO) stake by 5.1% in Q2 2026, buying an estimated $50.9K and bringing the position to 13,300 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #111.

Accredited Investors first reported a position in KO in Q3 2017 and has held it in 33 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Accredited Investors held 13,300 shares of Coca-Cola worth $1.08M as of Q2 2026.
Accredited Investors bought 644 Coca-Cola shares in Q2 2026, an estimated $50.9K.
Coca-Cola made up 0.05% of Accredited Investors's portfolio in Q2 2026, its #111 holding.
Accredited Investors first reported a position in Coca-Cola in Q3 2017 and has held it in 33 quarters since.
1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.