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Acorn Financial Advisory Services’s Coca-Cola KO Stock Holding History

Acorn Financial Advisory Services’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 		$613K Sell
7,545
-604
-7% -$47.7K 0.08% 117
2026
Q1 		$620K Sell
8,149
-145
-2% -$11K 0.08% 108
2025
Q4 		$580K Buy
8,294
+359
+5% +$25K 0.09% 110
2025
Q3 		$526K Buy
7,935
+25
+0.3% +$1.72K 0.08% 115
2025
Q2 		$560K Sell
7,910
-14
-0.2% -$997 0.09% 108
2025
Q1 		$568K Sell
7,924
-225
-3% -$15K 0.1% 96
2024
Q4 		$507K Buy
8,149
+91
+1% +$5.94K 0.08% 119
2024
Q3 		$579K Sell
8,058
-831
-9% -$56.9K 0.1% 94
2024
Q2 		$566K Buy
8,889
+208
+2% +$12.9K 0.11% 98
2024
Q1 		$531K Sell
8,681
-2,470
-22% -$148K 0.1% 101
2023
Q4 		$657K Buy
11,151
+186
+2% +$10.6K 0.12% 111
2023
Q3 		$614K Buy
10,965
+651
+6% +$39K 0.11% 117
2023
Q2 		$621K Sell
10,314
-809
-7% -$50.3K 0.11% 113
2023
Q1 		$690K Hold
11,123
– – 0.13% 104
2022
Q4 		$708K Sell
11,123
-972
-8% -$58.7K 0.15% 95
2022
Q3 		$677K Sell
12,095
-819
-6% -$50.9K 0.16% 100
2022
Q2 		$813K Buy
12,914
+37
+0.3% +$2.35K 0.19% 77
2022
Q1 		$798K Buy
12,877
+8,869
+221% +$539K 0.16% 92
2021
Q4 		$237K Sell
4,008
-627
-14% -$34.9K 0.05% 199
2021
Q3 		$243K Sell
4,635
-1,533
-25% -$85.5K 0.08% 193
2021
Q2 		$334K Sell
6,168
-38
-0.6% -$2.07K 0.1% 182
2021
Q1 		$327K Hold
6,206
– – 0.12% 163
2020
Q4 		$341K Buy
6,206
+31
+0.5% +$1.6K 0.13% 167
2020
Q3 		$305K Buy
6,175
+798
+15% +$38.4K 0.16% 157
2020
Q2 		$241K Buy
5,377
+430
+9% +$19.8K 0.17% 171
2020
Q1 		$219K Buy
4,947
+992
+25% +$53.6K 0.22% 144
2019
Q4 		$219K Buy
+3,955
New +$213K 0.18% 154

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Acorn Financial Advisory Services's KO Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Coca-Cola (KO) stake by 7.4% in Q2 2026, selling an estimated $47.7K and leaving 7,545 shares worth $613K. The position accounts for 0.08% of the portfolio, ranked #117.

Acorn Financial Advisory Services first reported a position in KO in Q4 2019 and has held it in 27 quarters since. The position peaked at $813K in Q2 2022. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Acorn Financial Advisory Services held 7,545 shares of Coca-Cola worth $613K as of Q2 2026.
  • Acorn Financial Advisory Services sold 604 Coca-Cola shares in Q2 2026, an estimated $47.7K.
  • Coca-Cola made up 0.08% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #117 holding.
  • Acorn Financial Advisory Services first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • Acorn Financial Advisory Services's Coca-Cola position peaked at $813K in Q2 2022.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.