Sowell Financial Services LLC

Position in KO — Coca Cola Co

CIK 1633697 NORTH LITTLE ROCK, AR

Position in KO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$11,663,057

+$648,964 QoQ

Shares Held

143,510

-0.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#595

of 3,620 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Sowell Financial Services LLC holds $17,644,984 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (66.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	143,510	$11,663,057
2	PEP	Pepsico Inc	39,691	$5,374,161
3	MNST	Monster Beverage Corp	12,646	$607,766

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,663,057	143,510	-0.9%	Shares	Sole	2026-07-20
2026-03-31	$11,014,093	144,827	-1.2%	Shares	Sole	2026-04-20
2025-12-31	$10,249,714	146,613	+3.3%	Shares	Sole	2026-01-21
2025-09-30	$9,412,001	141,918	-8.1%	Shares	Sole	2025-10-17
2025-06-30	$10,931,299	154,506	-0.6%	Shares	Sole	2025-07-14
2025-03-31	$11,128,816	155,387	+8.8%	Shares	Sole	2025-04-17
2024-12-31	$8,894,027	142,853	+2.0%	Shares	Sole	2025-02-07
2024-09-30	$10,068,232	140,109	+0.0%	Shares	Sole	2024-10-04
2024-06-30	$8,916,537	140,087	-0.9%	Shares	Sole	2024-08-13
2024-03-31	$8,650,668	141,397	-9.3%	Shares	Sole	2024-05-03
2023-12-31	$9,187,363	155,903	+4.6%	Shares	Sole	2024-01-24
2023-09-30	$8,341,187	149,003	-12.6%	Shares	Sole	2023-11-08
2023-06-30	$10,270,641	170,552	+8.1%	Shares	Sole	2023-08-14
2023-03-31	$9,784,488	157,738	-14.5%	Shares	Sole	2023-05-12
2022-12-31	$11,733,309	184,457	-1.8%	Shares	Sole	2023-02-09
2022-09-30	$10,522,180	187,829	-1.5%	Shares	Sole	2022-11-15
2022-06-30	$12,002,347	190,786	+248.3%	Shares	Sole	2022-08-15
2022-03-31	$3,396,298	54,779	-61.8%	Shares	Sole	2022-05-13
2021-12-31	$8,484,733	143,299	-21.3%	Shares	Sole	2022-02-09
2021-09-30	$9,548,805	181,986	+0.6%	Shares	Sole	2021-11-04
2021-06-30	$9,789,905	180,926	-32.3%	Shares	Sole	2021-08-05
2021-03-31	$14,094,232	267,392	-0.1%	Shares	Sole	2021-05-07
2020-12-31	$14,681,326	267,712	+2.3%	Shares	Sole	2021-01-13
2020-09-30	$12,925,806	261,815	+3.0%	Shares	Sole	2020-11-12
2020-06-30	$11,352,741	254,090	+3.2%	Shares	Sole	2020-08-13
2020-03-31	$10,890,898	246,122	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.