Sowell Financial Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.7M | Sell |
143,510
-1,317
| -0.9% | -$104K | 0.38% | 47 |
|
|
2026
Q1 | $11M | Sell |
144,827
-1,786
| -1% | -$135K | 0.41% | 45 |
|
|
2025
Q4 | $10.2M | Buy |
146,613
+4,695
| +3% | +$327K | 0.38% | 51 |
|
|
2025
Q3 | $9.41M | Sell |
141,918
-12,588
| -8% | -$866K | 0.36% | 52 |
|
|
2025
Q2 | $10.9M | Sell |
154,506
-881
| -0.6% | -$62.8K | 0.45% | 43 |
|
|
2025
Q1 | $11.1M | Buy |
155,387
+12,534
| +9% | +$837K | 0.51% | 35 |
|
|
2024
Q4 | $8.89M | Buy |
142,853
+2,744
| +2% | +$179K | 0.47% | 47 |
|
|
2024
Q3 | $10.1M | Buy |
140,109
+22
| +0% | +$1.51K | 0.47% | 42 |
|
|
2024
Q2 | $8.98M | Sell |
140,087
-1,310
| -0.9% | -$81.1K | 0.43% | 48 |
|
|
2024
Q1 | $8.72M | Sell |
141,397
-14,506
| -9% | -$871K | 0.41% | 57 |
|
|
2023
Q4 | $9.19M | Buy |
155,903
+6,900
| +5% | +$392K | 0.5% | 45 |
|
|
2023
Q3 | $8.41M | Sell |
149,003
-21,549
| -13% | -$1.29M | 0.53% | 37 |
|
|
2023
Q2 | $10.3M | Buy |
170,552
+12,814
| +8% | +$797K | 0.58% | 36 |
|
|
2023
Q1 | $9.79M | Sell |
157,738
-26,719
| -14% | -$1.62M | 0.76% | 16 |
|
|
2022
Q4 | $11.7M | Sell |
184,457
-3,372
| -2% | -$204K | 0.76% | 21 |
|
|
2022
Q3 | $10.6M | Sell |
187,829
-2,957
| -2% | -$184K | 1.07% | 12 |
|
|
2022
Q2 | $12.1M | Buy |
190,786
+136,007
| +248% | +$8.62M | 1.12% | 15 |
|
|
2022
Q1 | $3.43M | Sell |
54,779
-88,520
| -62% | -$5.38M | 0.6% | 30 |
|
|
2021
Q4 | $8.48M | Sell |
143,299
-38,687
| -21% | -$2.15M | 0.49% | 40 |
|
|
2021
Q3 | $9.63M | Buy |
181,986
+1,060
| +0.6% | +$59.1K | 0.65% | 33 |
|
|
2021
Q2 | $9.87M | Sell |
180,926
-86,466
| -32% | -$4.7M | 0.65% | 30 |
|
|
2021
Q1 | $14.6M | Sell |
267,392
-320
| -0.1% | -$16.1K | 0.51% | 44 |
|
|
2020
Q4 | $14.7M | Buy |
267,712
+5,897
| +2% | +$305K | 0.63% | 35 |
|
|
2020
Q3 | $12.9M | Buy |
261,815
+7,725
| +3% | +$372K | 0.65% | 37 |
|
|
2020
Q2 | $11.4M | Buy |
254,090
+7,968
| +3% | +$367K | 0.62% | 34 |
|
|
2020
Q1 | $10.9M | Buy |
246,122
+36,003
| +17% | +$1.94M | 0.81% | 21 |
|
|
2019
Q4 | $11.6M | Sell |
210,119
-3,323
| -2% | -$179K | 0.89% | 14 |
|
|
2019
Q3 | $11.6M | Buy |
+213,442
| New | +$11.4M | 0.96% | 13 |
|
|
2019
Q1 | $8.81M | Buy |
188,026
+11,060
| +6% | +$517K | 0.98% | 16 |
|
|
2018
Q4 | $8.38M | Buy |
176,966
+12,977
| +8% | +$621K | 1.19% | 14 |
|
|
2018
Q3 | $7.58M | Sell |
163,989
-363
| -0.2% | -$16.6K | 1.1% | 14 |
|
|
2018
Q2 | $7.53M | Buy |
164,352
+4,687
| +3% | +$202K | 1.6% | 9 |
|
|
2018
Q1 | $6.72M | Buy |
159,665
+8,458
| +6% | +$380K | 1.68% | 10 |
|
|
2017
Q4 | $7.09M | Buy |
151,207
+4,642
| +3% | +$213K | 1.73% | 8 |
|
|
2017
Q3 | $6.71M | Sell |
146,565
-40
| -0% | -$1.82K | 1.75% | 11 |
|
|
2017
Q2 | $6.68M | Buy |
146,605
+32,474
| +28% | +$1.43M | 1.9% | 10 |
|
|
2017
Q1 | $5.14M | Buy |
114,131
+28,072
| +33% | +$1.17M | 1.52% | 14 |
|
|
2016
Q4 | $3.49M | Buy |
+86,059
| New | +$3.58M | 1.17% | 22 |
|
Other funds holding KO
Sowell Financial Services's KO Position: Q2 2026 in Review
Sowell Financial Services reduced its Coca-Cola (KO) stake by 0.91% in Q2 2026, selling an estimated $104K and leaving 143,510 shares worth $11.7M. The position accounts for 0.38% of the portfolio, ranked #47.
Sowell Financial Services first reported a position in KO in Q4 2016 and has held it in 38 quarters since. The position peaked at $14.7M in Q4 2020. 3,616 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Sowell Financial Services held 143,510 shares of Coca-Cola worth $11.7M as of Q2 2026.
- Sowell Financial Services sold 1,317 Coca-Cola shares in Q2 2026, an estimated $104K.
- Coca-Cola made up 0.38% of Sowell Financial Services's portfolio in Q2 2026, its #47 holding.
- Sowell Financial Services first reported a position in Coca-Cola in Q4 2016 and has held it in 38 quarters since.
- Sowell Financial Services's Coca-Cola position peaked at $14.7M in Q4 2020.
- 3,616 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.