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
2022 Q3	–	Sell	-10	Closed	-$1K	–	611
2022 Q2	$1K	Sell	10 -5	-33%	-$317	﹤0.01%	611
2022 Q1	$1K	Buy	+15	New	+$912	﹤0.01%	733
2021 Q2	–	Sell	-15	Closed	-$1K	–	722
2021 Q1	$1K	Buy	+15	New	+$755	﹤0.01%	631
2020 Q4	–	Sell	-15	Closed	-$1K	–	642
2020 Q3	$1K	Buy	+15	New	+$721	﹤0.01%	517
2019 Q4	–	Sell	-1	Closed	-$1K	–	524
2019 Q3	$1K	Buy	+1	New	+$54	﹤0.01%	502
2016 Q1	–	Sell	-4	Closed	-$1K	–	272
2015 Q4	$1K	Hold	4	–	–	﹤0.01%	230
2015 Q3	$1K	Buy	+4	New	+$160	﹤0.01%	218
2015 Q1	–	Sell	-29	Closed	-$3K	–	204
2014 Q4	$3K	Buy	29 +15	+107%	+$641	﹤0.01%	156
2014 Q3	$2K	Buy	14 +3	+27%	+$124	﹤0.01%	116
2014 Q2	$2K	Buy	+11	New	+$446	﹤0.01%	109

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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. 1,579 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.
1,579 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.