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Axxcess Wealth Management’s Coca-Cola KO Stock Holding History

Axxcess 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 		$14.6M Buy
180,068
+12,068
+7% +$953K 0.23% 88
2026
Q1 		$12.8M Sell
168,000
-5,484
-3% -$415K 0.41% 57
2025
Q4 		$12.1M Buy
173,484
+39,160
+29% +$2.73M 0.21% 95
2025
Q3 		$8.91M Sell
134,324
-6,667
-5% -$459K 0.19% 102
2025
Q2 		$9.98M Sell
140,991
-1,391
-1% -$99.1K 0.23% 83
2025
Q1 		$10.2M Buy
142,382
+2,354
+2% +$157K 0.27% 75
2024
Q4 		$8.72M Sell
140,028
-3,073
-2% -$201K 0.21% 86
2024
Q3 		$10.3M Sell
143,101
-18,373
-11% -$1.26M 0.25% 70
2024
Q2 		$10.3M Sell
161,474
-16,512
-9% -$1.02M 0.27% 71
2024
Q1 		$10.9M Buy
177,986
+3,926
+2% +$236K 0.3% 68
2023
Q4 		$10.3M Buy
174,060
+39,613
+29% +$2.25M 0.3% 77
2023
Q3 		$7.53M Buy
134,447
+92,440
+220% +$5.54M 0.26% 79
2023
Q2 		$2.53M Sell
42,007
-32,624
-44% -$2.03M 0.18% 107
2023
Q1 		$4.63M Sell
74,631
-1,021
-1% -$61.8K 0.35% 67
2022
Q4 		$4.81M Buy
75,652
+34,524
+84% +$2.08M 0.4% 54
2022
Q3 		$2.3M Sell
41,128
-301
-0.7% -$18.7K 0.22% 93
2022
Q2 		$2.61M Buy
41,429
+1,553
+4% +$98.4K 0.24% 90
2022
Q1 		$2.47M Buy
39,876
+8,015
+25% +$487K 0.19% 101
2021
Q4 		$1.89M Buy
+31,861
New +$1.77M 0.14% 129

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Axxcess Wealth Management increased its Coca-Cola (KO) stake by 7.2% in Q2 2026, buying an estimated $953K and bringing the position to 180,068 shares worth $14.6M. The position accounts for 0.23% of the portfolio, ranked #88.

Axxcess Wealth Management first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 1,475 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Axxcess Wealth Management held 180,068 shares of Coca-Cola worth $14.6M as of Q2 2026.
  • Axxcess Wealth Management bought 12,068 Coca-Cola shares in Q2 2026, an estimated $953K.
  • Coca-Cola made up 0.23% of Axxcess Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Axxcess Wealth Management first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 1,475 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.