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Accretive Wealth Partners’s Coca-Cola KO Stock Holding History

Accretive Wealth Partners’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 		$2.22M Buy
29,223
+405
+1% +$30.6K 0.62% 43
2025
Q4 		$2.01M Sell
28,818
-795
-3% -$55.4K 0.6% 49
2025
Q3 		$1.96M Buy
29,613
+935
+3% +$64.4K 0.6% 53
2025
Q2 		$2.03M Buy
28,678
+374
+1% +$26.6K 0.67% 50
2025
Q1 		$2.03M Buy
28,304
+4,418
+18% +$295K 0.72% 43
2024
Q4 		$1.49M Buy
23,886
+147
+0.6% +$9.6K 0.63% 55
2024
Q3 		$1.71M Sell
23,739
-2,657
-10% -$182K 0.71% 46
2024
Q2 		$1.68M Buy
26,396
+388
+1% +$24K 0.7% 42
2024
Q1 		$1.62M Buy
26,008
+165
+0.6% +$9.91K 0.72% 43
2023
Q4 		$1.52M Buy
25,843
+351
+1% +$19.9K 0.73% 45
2023
Q3 		$1.43M Sell
25,492
-439
-2% -$26.3K 0.85% 33
2023
Q2 		$1.56M Buy
25,931
+446
+2% +$27.7K 0.93% 31
2023
Q1 		$1.58M Sell
25,485
-10
-0% -$605 1.01% 27
2022
Q4 		$1.62M Buy
25,495
+14
+0.1% +$845 1.11% 21
2022
Q3 		$1.43M Sell
25,481
-134
-0.5% -$8.33K 1.09% 29
2022
Q2 		$1.61M Buy
25,615
+41
+0.2% +$2.6K 1.17% 24
2022
Q1 		$1.59M Buy
25,574
+2,171
+9% +$132K 1% 25
2021
Q4 		$1.39M Buy
23,403
+951
+4% +$53K 0.88% 36
2021
Q3 		$1.18M Buy
22,452
+1,592
+8% +$88.7K 0.83% 40
2021
Q2 		$1.13M Buy
20,860
+3,419
+20% +$186K 0.81% 46
2021
Q1 		$919K Buy
17,441
+1,888
+12% +$95K 0.83% 48
2020
Q4 		$853K Buy
+15,553
New +$804K 0.84% 43

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

Accretive Wealth Partners's KO Position: Q1 2026 in Review

Accretive Wealth Partners increased its Coca-Cola (KO) stake by 1.4% in Q1 2026, buying an estimated $30.6K and bringing the position to 29,223 shares worth $2.22M. The position accounts for 0.62% of the portfolio, ranked #43.

Accretive Wealth Partners first reported a position in KO in Q4 2020 and has held it in 22 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Accretive Wealth Partners held 29,223 shares of Coca-Cola worth $2.22M as of Q1 2026.
  • Accretive Wealth Partners bought 405 Coca-Cola shares in Q1 2026, an estimated $30.6K.
  • Coca-Cola made up 0.62% of Accretive Wealth Partners's portfolio in Q1 2026, its #43 holding.
  • Accretive Wealth Partners first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.