AWM
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Accurate Wealth Management’s Coca-Cola KO Stock Holding History

Accurate Wealth 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 		$2.21M Buy
26,425
+3,074
+13% +$243K 0.21% 112
2026
Q1 		$1.81M Buy
23,351
+338
+1% +$25.6K 0.22% 102
2025
Q4 		$1.62M Sell
23,013
-274
-1% -$19.1K 0.21% 120
2025
Q3 		$1.57M Buy
23,287
+4,306
+23% +$296K 0.21% 116
2025
Q2 		$1.32M Buy
18,981
+3,738
+25% +$266K 0.2% 122
2025
Q1 		$1.09M Buy
15,243
+1,414
+10% +$94.4K 0.21% 114
2024
Q4 		$845K Buy
13,829
+1,533
+12% +$100K 0.16% 141
2024
Q3 		$865K Sell
12,296
-663
-5% -$45.4K 0.17% 129
2024
Q2 		$822K Buy
12,959
+288
+2% +$17.8K 0.2% 112
2024
Q1 		$762K Buy
12,671
+427
+3% +$25.6K 0.22% 103
2023
Q4 		$732K Sell
12,244
-40,994
-77% -$2.33M 0.23% 100
2023
Q3 		$2.88M Buy
53,238
+41,569
+356% +$2.49M 0.9% 27
2023
Q2 		$711K Buy
11,669
+299
+3% +$18.6K 0.22% 99
2023
Q1 		$713K Buy
11,370
+691
+6% +$41.8K 0.25% 96
2022
Q4 		$663K Sell
10,679
-53,381
-83% -$3.22M 0.24% 82
2022
Q3 		$3.64M Buy
64,060
+55,175
+621% +$3.43M 1.52% 12
2022
Q2 		$559K Sell
8,885
-23,282
-72% -$1.48M 0.3% 71
2022
Q1 		$1.99M Buy
32,167
+19,601
+156% +$1.19M 0.89% 19
2021
Q4 		$710K Buy
12,566
+959
+8% +$53.4K 0.58% 48
2021
Q3 		$629K Buy
11,607
+977
+9% +$54.5K 0.55% 46
2021
Q2 		$575K Buy
+10,630
New +$578K 0.51% 45

Other funds holding KO

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Accurate Wealth Management's KO Position: Q2 2026 in Review

Accurate Wealth Management increased its Coca-Cola (KO) stake by 13% in Q2 2026, buying an estimated $243K and bringing the position to 26,425 shares worth $2.21M. The position accounts for 0.21% of the portfolio, ranked #112.

Accurate Wealth Management first reported a position in KO in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.64M in Q3 2022. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Accurate Wealth Management held 26,425 shares of Coca-Cola worth $2.21M as of Q2 2026.
  • Accurate Wealth Management bought 3,074 Coca-Cola shares in Q2 2026, an estimated $243K.
  • Coca-Cola made up 0.21% of Accurate Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Accurate Wealth Management first reported a position in Coca-Cola in Q2 2021 and has held it in 21 quarters since.
  • Accurate Wealth Management's Coca-Cola position peaked at $3.64M in Q3 2022.
  • 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.