Acorn Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $362K | Sell |
4,759
-167
| -3% | -$12.6K | 0.11% | 175 |
|
|
2025
Q4 | $344K | Sell |
4,926
-37
| -0.7% | -$2.58K | 0.1% | 183 |
|
|
2025
Q3 | $329K | Sell |
4,963
-40
| -0.8% | -$2.75K | 0.1% | 193 |
|
|
2025
Q2 | $354K | Sell |
5,003
-118
| -2% | -$8.41K | 0.13% | 154 |
|
|
2025
Q1 | $367K | Buy |
5,121
+6
| +0.1% | +$401 | 0.15% | 135 |
|
|
2024
Q4 | $318K | Sell |
5,115
-59
| -1% | -$3.85K | 0.13% | 152 |
|
|
2024
Q3 | $372K | Sell |
5,174
-239
| -4% | -$16.4K | 0.16% | 132 |
|
|
2024
Q2 | $345K | Buy |
5,413
+91
| +2% | +$5.63K | 0.17% | 128 |
|
|
2024
Q1 | $326K | Buy |
5,322
+456
| +9% | +$27.4K | 0.17% | 130 |
|
|
2023
Q4 | $287K | Sell |
4,866
-187
| -4% | -$10.6K | 0.17% | 133 |
|
|
2023
Q3 | $283K | Sell |
5,053
-10
| -0.2% | -$600 | 0.19% | 124 |
|
|
2023
Q2 | $305K | Buy |
5,063
+99
| +2% | +$6.16K | 0.21% | 117 |
|
|
2023
Q1 | $308K | Hold |
4,964
| – | – | 0.23% | 106 |
|
|
2022
Q4 | $316K | Sell |
4,964
-166
| -3% | -$10K | 0.24% | 99 |
|
|
2022
Q3 | $287K | Buy |
5,130
+289
| +6% | +$18K | 0.24% | 104 |
|
|
2022
Q2 | $305K | Buy |
4,841
+344
| +8% | +$21.8K | 0.24% | 111 |
|
|
2022
Q1 | $279K | Buy |
4,497
+47
| +1% | +$2.86K | 0.19% | 134 |
|
|
2021
Q4 | $263K | Buy |
4,450
+10
| +0.2% | +$557 | 0.17% | 141 |
|
|
2021
Q3 | $233K | Buy |
4,440
+28
| +0.6% | +$1.56K | 0.16% | 148 |
|
|
2021
Q2 | $239K | Buy |
4,412
+75
| +2% | +$4.08K | 0.17% | 146 |
|
|
2021
Q1 | $229K | Sell |
4,337
-82
| -2% | -$4.13K | 0.16% | 140 |
|
|
2020
Q4 | $242K | Sell |
4,419
-57
| -1% | -$2.95K | 0.19% | 126 |
|
|
2020
Q3 | $221K | Sell |
4,476
-473
| -10% | -$22.7K | 0.19% | 111 |
|
|
2020
Q2 | $221K | Buy |
4,949
+82
| +2% | +$3.78K | 0.21% | 103 |
|
|
2020
Q1 | $224K | Buy |
4,867
+563
| +13% | +$30.4K | 0.25% | 86 |
|
|
2019
Q4 | $234K | Sell |
4,304
-43
| -1% | -$2.31K | 0.2% | 105 |
|
|
2019
Q3 | $228K | Sell |
4,347
-142
| -3% | -$7.6K | 0.2% | 105 |
|
|
2019
Q2 | $240K | Sell |
4,489
-192
| -4% | -$9.41K | 0.22% | 101 |
|
|
2019
Q1 | $220K | Sell |
4,681
-226
| -5% | -$10.6K | 0.2% | 113 |
|
|
2018
Q4 | $229K | Sell |
4,907
-108
| -2% | -$5.17K | 0.23% | 96 |
|
|
2018
Q3 | $238K | Buy |
5,015
+2
| +0% | +$91 | 0.23% | 101 |
|
|
2018
Q2 | $219K | Sell |
5,013
-1,012
| -17% | -$43.7K | 0.19% | 102 |
|
|
2018
Q1 | $261K | Sell |
6,025
-77
| -1% | -$3.46K | 0.23% | 90 |
|
|
2017
Q4 | $281K | Buy |
+6,102
| New | +$280K | 0.26% | 78 |
|
Other funds holding KO
VCM
VPM
Acorn Wealth Advisors's KO Position: Q1 2026 in Review
Acorn Wealth Advisors reduced its Coca-Cola (KO) stake by 3.4% in Q1 2026, selling an estimated $12.6K and leaving 4,759 shares worth $362K. The position accounts for 0.11% of the portfolio, ranked #175.
Acorn Wealth Advisors first reported a position in KO in Q4 2017 and has held it in 34 quarters since. The position peaked at $372K in Q3 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Acorn Wealth Advisors held 4,759 shares of Coca-Cola worth $362K as of Q1 2026.
- Acorn Wealth Advisors sold 167 Coca-Cola shares in Q1 2026, an estimated $12.6K.
- Coca-Cola made up 0.11% of Acorn Wealth Advisors's portfolio in Q1 2026, its #175 holding.
- Acorn Wealth Advisors first reported a position in Coca-Cola in Q4 2017 and has held it in 34 quarters since.
- Acorn Wealth Advisors's Coca-Cola position peaked at $372K in Q3 2024.
- 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.