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Novak & Powell Financial Services’s Coca-Cola KO Stock Holding History

Novak & Powell Financial Services’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 		$229K Sell
2,820
-922
-25% -$72.8K 0.11% 156
2026
Q1 		$285K Buy
3,742
+865
+30% +$65.4K 0.15% 130
2025
Q4 		$201K Sell
2,877
-554
-16% -$38.6K 0.1% 157
2025
Q3 		$228K Sell
3,431
-42
-1% -$2.89K 0.12% 148
2025
Q2 		$246K Buy
3,473
+25
+0.7% +$1.78K 0.17% 123
2025
Q1 		$247K Sell
3,448
-24
-0.7% -$1.6K 0.15% 129
2024
Q4 		$216K Buy
3,472
+22
+0.6% +$1.44K 0.13% 139
2024
Q3 		$248K Sell
3,450
-198
-5% -$13.6K 0.14% 135
2024
Q2 		$232K Buy
3,648
+7
+0.2% +$433 0.14% 128
2024
Q1 		$223K Buy
+3,641
New +$219K 0.17% 125

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Novak & Powell Financial Services's KO Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its Coca-Cola (KO) stake by 25% in Q2 2026, selling an estimated $72.8K and leaving 2,820 shares worth $229K. The position accounts for 0.11% of the portfolio, ranked #156.

Novak & Powell Financial Services first reported a position in KO in Q1 2024 and has held it in 10 quarters since. The position peaked at $285K in Q1 2026. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Novak & Powell Financial Services held 2,820 shares of Coca-Cola worth $229K as of Q2 2026.
  • Novak & Powell Financial Services sold 922 Coca-Cola shares in Q2 2026, an estimated $72.8K.
  • Coca-Cola made up 0.11% of Novak & Powell Financial Services's portfolio in Q2 2026, its #156 holding.
  • Novak & Powell Financial Services first reported a position in Coca-Cola in Q1 2024 and has held it in 10 quarters since.
  • Novak & Powell Financial Services's Coca-Cola position peaked at $285K in Q1 2026.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.