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Sovereign Financial Group’s Coca-Cola KO Stock Holding History

Sovereign Financial Group’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 		$1.07M Sell
13,192
-93
-0.7% -$7.34K 0.16% 112
2026
Q1 		$1.01M Sell
13,285
-1,085
-8% -$82K 0.18% 110
2025
Q4 		$1M Buy
14,370
+1,787
+14% +$125K 0.17% 107
2025
Q3 		$835K Buy
12,583
+675
+6% +$46.5K 0.16% 124
2025
Q2 		$843K Buy
11,908
+171
+1% +$12.2K 0.17% 113
2025
Q1 		$841K Sell
11,737
-33
-0.3% -$2.2K 0.19% 103
2024
Q4 		$733K Sell
11,770
-431
-4% -$28.1K 0.17% 116
2024
Q3 		$877K Buy
12,201
+26
+0.2% +$1.78K 0.2% 97
2024
Q2 		$775K Buy
12,175
+75
+0.6% +$4.64K 0.19% 104
2024
Q1 		$740K Buy
12,100
+1,049
+9% +$63K 0.2% 106
2023
Q4 		$651K Sell
11,051
-934
-8% -$53.1K 0.2% 100
2023
Q3 		$671K Buy
11,985
+803
+7% +$48.2K 0.24% 91
2023
Q2 		$673K Buy
11,182
+387
+4% +$24.1K 0.22% 109
2023
Q1 		$670K Sell
10,795
-568
-5% -$34.4K 0.25% 101
2022
Q4 		$723K Buy
11,363
+3,124
+38% +$189K 0.28% 90
2022
Q3 		$462K Buy
8,239
+40
+0.5% +$2.49K 0.19% 109
2022
Q2 		$516K Buy
8,199
+496
+6% +$31.4K 0.2% 107
2022
Q1 		$478K Buy
7,703
+87
+1% +$5.29K 0.18% 121
2021
Q4 		$451K Buy
7,616
+1,132
+17% +$63K 0.18% 120
2021
Q3 		$340K Sell
6,484
-440
-6% -$24.5K 0.2% 113
2021
Q2 		$365K Hold
6,924
– – 0.22% 97
2021
Q1 		$365K Buy
6,924
+841
+14% +$42.3K 0.23% 95
2020
Q4 		$334K Buy
+6,083
New +$315K 0.24% 84

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

Sovereign Financial Group's KO Position: Q2 2026 in Review

Sovereign Financial Group reduced its Coca-Cola (KO) stake by 0.7% in Q2 2026, selling an estimated $7.34K and leaving 13,192 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #112.

Sovereign Financial Group first reported a position in KO in Q4 2020 and has held it in 23 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Sovereign Financial Group held 13,192 shares of Coca-Cola worth $1.07M as of Q2 2026.
  • Sovereign Financial Group sold 93 Coca-Cola shares in Q2 2026, an estimated $7.34K.
  • Coca-Cola made up 0.16% of Sovereign Financial Group's portfolio in Q2 2026, its #112 holding.
  • Sovereign Financial Group first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.