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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
Q2 		$2.47M Buy
30,363
+1,140
+4% +$90K 0.6% 41
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Accretive Wealth Partners's KO Position: Q2 2026 in Review

Accretive Wealth Partners increased its Coca-Cola (KO) stake by 3.9% in Q2 2026, buying an estimated $90K and bringing the position to 30,363 shares worth $2.47M. The position accounts for 0.6% of the portfolio, ranked #41.

Accretive Wealth Partners first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 3,633 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Accretive Wealth Partners held 30,363 shares of Coca-Cola worth $2.47M as of Q2 2026.
  • Accretive Wealth Partners bought 1,140 Coca-Cola shares in Q2 2026, an estimated $90K.
  • Coca-Cola made up 0.6% of Accretive Wealth Partners's portfolio in Q2 2026, its #41 holding.
  • Accretive Wealth Partners first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • 3,633 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.