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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Novak & Powell Financial Services's KO Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Coca-Cola (KO) stake by 30% in Q1 2026, buying an estimated $65.4K and bringing the position to 3,742 shares worth $285K. The position accounts for 0.15% of the portfolio, ranked #130.

Novak & Powell Financial Services first reported a position in KO in Q1 2024 and has held it in 9 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Novak & Powell Financial Services held 3,742 shares of Coca-Cola worth $285K as of Q1 2026.
  • Novak & Powell Financial Services bought 865 Coca-Cola shares in Q1 2026, an estimated $65.4K.
  • Coca-Cola made up 0.15% of Novak & Powell Financial Services's portfolio in Q1 2026, its #130 holding.
  • Novak & Powell Financial Services first reported a position in Coca-Cola in Q1 2024 and has held it in 9 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.