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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
2021
Q4 		– Sell
-10
Closed -$1K – 743
2021
Q3 		$1K Hold
10
– – ﹤0.01% 697
2021
Q2 		$1K Sell
10
-40
-80% -$2.18K ﹤0.01% 691
2021
Q1 		$1K Hold
50
– – ﹤0.01% 632
2020
Q4 		$2K Hold
50
– – ﹤0.01% 600
2020
Q3 		$6K Buy
+50
New +$2.4K ﹤0.01% 502

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