Founders Capital Management (Texas)’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
Q2 | $708K | Buy |
8,707
+144
| +2% | +$11.4K | 0.31% | 30 |
|
|
2026
Q1 | $651K | Sell |
8,563
-200
| -2% | -$15.1K | 0.32% | 32 |
|
|
2025
Q4 | $613K | Hold |
8,763
| – | – | 0.32% | 32 |
|
|
2025
Q3 | $581K | Hold |
8,763
| – | – | 0.31% | 32 |
|
|
2025
Q2 | $620K | Sell |
8,763
-2,071
| -19% | -$148K | 0.37% | 31 |
|
|
2025
Q1 | $776K | Sell |
10,834
-4,478
| -29% | -$299K | 0.5% | 29 |
|
|
2024
Q4 | $953K | Sell |
15,312
-1,708
| -10% | -$111K | 0.6% | 26 |
|
|
2024
Q3 | $1.22M | Hold |
17,020
| – | – | 0.74% | 26 |
|
|
2024
Q2 | $1.08M | Buy |
17,020
+442
| +3% | +$27.4K | 0.7% | 27 |
|
|
2024
Q1 | $1.01M | Sell |
16,578
-200
| -1% | -$12K | 0.69% | 26 |
|
|
2023
Q4 | $989K | Sell |
16,778
-160
| -0.9% | -$9.09K | 0.72% | 26 |
|
|
2023
Q3 | $948K | Sell |
16,938
-750
| -4% | -$45K | 0.72% | 27 |
|
|
2023
Q2 | $1.07M | Sell |
17,688
-60
| -0.3% | -$3.73K | 0.77% | 29 |
|
|
2023
Q1 | $1.1M | Hold |
17,748
| – | – | 0.84% | 28 |
|
|
2022
Q4 | $1.13M | Hold |
17,748
| – | – | 0.85% | 27 |
|
|
2022
Q3 | $994K | Sell |
17,748
-93
| -0.5% | -$5.78K | 0.81% | 31 |
|
|
2022
Q2 | $1.12M | Sell |
17,841
-2,649
| -13% | -$168K | 0.88% | 31 |
|
|
2022
Q1 | $1.21M | Hold |
20,490
| – | – | 0.78% | 32 |
|
|
2021
Q4 | $1.21M | Sell |
20,490
-367
| -2% | -$20.4K | 0.78% | 32 |
|
|
2021
Q3 | $1.09M | Sell |
20,857
-8,555
| -29% | -$477K | 0.75% | 34 |
|
|
2021
Q2 | $1.59M | Sell |
29,412
-3,455
| -11% | -$188K | 1.04% | 29 |
|
|
2021
Q1 | $1.73M | Sell |
32,867
-2,100
| -6% | -$106K | 1.23% | 28 |
|
|
2020
Q4 | $1.92M | Buy |
+34,967
| New | +$1.81M | 1.36% | 28 |
|
|
2020
Q1 | $1.71M | Buy |
38,729
+1,540
| +4% | +$83.2K | 1.78% | 24 |
|
|
2019
Q4 | $2.06M | Sell |
37,189
-197
| -0.5% | -$10.6K | 1.56% | 26 |
|
|
2019
Q3 | $2.04M | Sell |
37,386
-442
| -1% | -$23.7K | 1.63% | 26 |
|
|
2019
Q2 | $1.93M | Sell |
37,828
-198
| -0.5% | -$9.7K | 1.7% | 23 |
|
|
2019
Q1 | $1.78M | Buy |
38,026
+290
| +0.8% | +$13.6K | 1.67% | 20 |
|
|
2018
Q4 | $1.79M | Hold |
37,736
| – | – | 1.91% | 19 |
|
|
2018
Q3 | $1.74M | Hold |
37,736
| – | – | 1.44% | 25 |
|
|
2018
Q2 | $1.66M | Sell |
37,736
-12,527
| -25% | -$541K | 1.45% | 25 |
|
|
2018
Q1 | $2.18M | Sell |
50,263
-1,199
| -2% | -$53.9K | 1.84% | 21 |
|
|
2017
Q4 | $2.36M | Sell |
51,462
-1,200
| -2% | -$55.2K | 1.96% | 18 |
|
|
2017
Q3 | $2.37M | Sell |
52,662
-433
| -0.8% | -$19.7K | 1.96% | 17 |
|
|
2017
Q2 | $2.38M | Sell |
53,095
-760
| -1% | -$33.6K | 2.11% | 14 |
|
|
2017
Q1 | $2.29M | Buy |
+53,855
| New | +$2.25M | 2.05% | 15 |
|
Other funds holding KO
RG
ATO
CRM
JIC
Founders Capital Management (Texas)'s KO Position: Q2 2026 in Review
Founders Capital Management (Texas) increased its Coca-Cola (KO) stake by 1.7% in Q2 2026, buying an estimated $11.4K and bringing the position to 8,707 shares worth $708K. The position accounts for 0.31% of the portfolio, ranked #30.
Founders Capital Management (Texas) first reported a position in KO in Q1 2017 and has held it in 36 quarters since. The position peaked at $2.38M in Q2 2017. 1,220 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Founders Capital Management (Texas) held 8,707 shares of Coca-Cola worth $708K as of Q2 2026.
- Founders Capital Management (Texas) bought 144 Coca-Cola shares in Q2 2026, an estimated $11.4K.
- Coca-Cola made up 0.31% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #30 holding.
- Founders Capital Management (Texas) first reported a position in Coca-Cola in Q1 2017 and has held it in 36 quarters since.
- Founders Capital Management (Texas)'s Coca-Cola position peaked at $2.38M in Q2 2017.
- 1,220 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.