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Kovack Advisors’s Coca-Cola KO Stock Holding History

Kovack 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
2026
Q2 		$2.17M Sell
26,680
-1,559
-6% -$123K 0.1% 198
2026
Q1 		$2.15M Sell
28,239
-1,734
-6% -$131K 0.11% 177
2025
Q4 		$2.1M Buy
29,973
+7,840
+35% +$547K 0.1% 195
2025
Q3 		$1.47M Sell
22,133
-4,414
-17% -$304K 0.14% 144
2025
Q2 		$1.88M Sell
26,547
-1,064
-4% -$75.8K 0.18% 104
2025
Q1 		$1.98M Sell
27,611
-4,019
-13% -$268K 0.21% 93
2024
Q4 		$1.97M Sell
31,630
-473
-1% -$30.9K 0.19% 91
2024
Q3 		$2.31M Sell
32,103
-4,392
-12% -$301K 0.24% 85
2024
Q2 		$2.32M Buy
36,495
+235
+0.6% +$14.5K 0.26% 87
2024
Q1 		$2.22M Buy
36,260
+1,240
+4% +$74.5K 0.27% 79
2023
Q4 		$2.06M Buy
35,020
+2,976
+9% +$169K 0.25% 89
2023
Q3 		$1.79M Buy
32,044
+3,081
+11% +$185K 0.25% 86
2023
Q2 		$1.74M Sell
28,963
-1,856
-6% -$115K 0.22% 93
2023
Q1 		$1.91M Buy
30,819
+1,251
+4% +$75.7K 0.26% 82
2022
Q4 		$1.88M Buy
29,568
+285
+1% +$17.2K 0.27% 77
2022
Q3 		$1.64M Buy
29,283
+2,228
+8% +$138K 0.24% 87
2022
Q2 		$1.7M Sell
27,055
-976
-3% -$61.9K 0.22% 101
2022
Q1 		$1.74M Buy
28,031
+737
+3% +$44.8K 0.18% 126
2021
Q4 		$1.62M Buy
27,294
+811
+3% +$45.2K 0.16% 151
2021
Q3 		$1.39M Buy
26,483
+1,377
+5% +$76.8K 0.15% 159
2021
Q2 		$1.36M Sell
25,106
-4,418
-15% -$240K 0.15% 160
2021
Q1 		$1.56M Buy
29,524
+7,316
+33% +$368K 0.2% 130
2020
Q4 		$1.22M Sell
22,208
-2,691
-11% -$139K 0.18% 138
2020
Q3 		$1.23M Buy
24,899
+6,097
+32% +$293K 0.22% 119
2020
Q2 		$840K Sell
18,802
-850
-4% -$39.2K 0.16% 145
2020
Q1 		$870K Buy
19,652
+236
+1% +$12.7K 0.2% 122
2019
Q4 		$1.07M Buy
19,416
+2,341
+14% +$126K 0.19% 131
2019
Q3 		$930K Buy
17,075
+2,879
+20% +$154K 0.19% 135
2019
Q2 		$723K Buy
14,196
+823
+6% +$40.3K 0.17% 147
2019
Q1 		$627K Sell
13,373
-1,332
-9% -$62.3K 0.16% 160
2018
Q4 		$696K Buy
14,705
+431
+3% +$20.6K 0.2% 123
2018
Q3 		$659K Sell
14,274
-3,770
-21% -$172K 0.17% 150
2018
Q2 		$791K Buy
18,044
+5,380
+42% +$232K 0.22% 118
2018
Q1 		$550K Buy
12,664
+1,553
+14% +$69.8K 0.14% 174
2017
Q4 		$510K Buy
11,111
+455
+4% +$20.9K 0.13% 189
2017
Q3 		$480K Sell
10,656
-361
-3% -$16.4K 0.16% 153
2017
Q2 		$494K Buy
11,017
+1,892
+21% +$83.6K 0.16% 162
2017
Q1 		$387K Sell
9,125
-1,051
-10% -$43.8K 0.15% 164
2016
Q4 		$422K Buy
10,176
+2,966
+41% +$123K 0.2% 122
2016
Q3 		$305K Buy
7,210
+2,095
+41% +$91.8K 0.15% 161
2016
Q2 		$232K Sell
5,115
-217
-4% -$9.81K 0.12% 202
2016
Q1 		$247K Sell
5,332
-1,008
-16% -$43.9K 0.15% 169
2015
Q4 		$272K Buy
6,340
+433
+7% +$18.4K 0.18% 150
2015
Q3 		$237K Sell
5,907
-1,123
-16% -$45K 0.17% 156
2015
Q2 		$276K Buy
+7,030
New +$286K 0.2% 140
2015
Q1 		– Sell
-6,333
Closed -$267K – 205
2014
Q4 		$267K Buy
6,333
+85
+1% +$3.63K 0.28% 96
2014
Q3 		$267K Sell
6,248
-472
-7% -$19.5K 0.39% 62
2014
Q2 		$285K Buy
+6,720
New +$273K 0.41% 55

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

Kovack Advisors's KO Position: Q2 2026 in Review

Kovack Advisors reduced its Coca-Cola (KO) stake by 5.5% in Q2 2026, selling an estimated $123K and leaving 26,680 shares worth $2.17M. The position accounts for 0.1% of the portfolio, ranked #198.

Kovack Advisors first reported a position in KO in Q2 2014 and has held it in 48 quarters since. The position peaked at $2.32M in Q2 2024. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Kovack Advisors held 26,680 shares of Coca-Cola worth $2.17M as of Q2 2026.
  • Kovack Advisors sold 1,559 Coca-Cola shares in Q2 2026, an estimated $123K.
  • Coca-Cola made up 0.1% of Kovack Advisors's portfolio in Q2 2026, its #198 holding.
  • Kovack Advisors first reported a position in Coca-Cola in Q2 2014 and has held it in 48 quarters since.
  • Kovack Advisors's Coca-Cola position peaked at $2.32M in Q2 2024.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.