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Accuvest Global Advisors’s Coca-Cola KO Stock Holding History

Accuvest Global Advisors’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
2025
Q3 		– Sell
-57,198
Closed -$4.05M – 87
2025
Q2 		$4.05M Buy
57,198
+33,003
+136% +$2.35M 2.63% 15
2025
Q1 		$1.73M Buy
+24,195
New +$1.62M 1.48% 20
2022
Q2 		– Sell
-10,413
Closed -$646K – 109
2022
Q1 		$646K Buy
10,413
+679
+7% +$41.3K 0.32% 57
2021
Q4 		$576K Buy
9,734
+1,937
+25% +$108K 0.25% 66
2021
Q3 		$409K Buy
+7,797
New +$435K 0.19% 74
2021
Q2 		– Sell
-5,097
Closed -$269K – 108
2021
Q1 		$269K Buy
+5,097
New +$257K 0.14% 78
2019
Q1 		– Sell
-18,248
Closed -$864K – 120
2018
Q4 		$864K Buy
18,248
+8,280
+83% +$396K 0.45% 41
2018
Q3 		$460K Buy
+9,968
New +$455K 0.17% 106

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accuvest Global Advisors's KO Position: Q3 2025 in Review

Accuvest Global Advisors sold out of Coca-Cola (KO) in Q3 2025, closing a stake of 57,198 shares — an estimated $4.05M sold.

Accuvest Global Advisors first reported a position in KO in Q3 2018 and held it in 8 quarters. The position peaked at $4.05M in Q2 2025. 3,278 funds tracked by Wall St. Rank hold KO as of Q3 2025.

  • Accuvest Global Advisors reported no remaining Coca-Cola position as of Q3 2025 after selling out during the quarter.
  • Accuvest Global Advisors sold 57,198 Coca-Cola shares in Q3 2025, an estimated $4.05M.
  • Accuvest Global Advisors first reported a position in Coca-Cola in Q3 2018 and held it in 8 quarters.
  • Accuvest Global Advisors's Coca-Cola position peaked at $4.05M in Q2 2025.
  • 3,278 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2025.

Based on Accuvest Global Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.