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Disclosery

Sowell Financial Services LLC: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sowell Financial Services LLC on KO, newest first. How the timeline and the estimate are built.

Sowell Financial Services LLC held 143,510 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,510 shares
    Change vs previous 13F -1,317 shares

    0.38% of the 13F portfolio, value $11,663,076.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 144,827 shares
    Change vs previous 13F -1,786 shares

    0.41% of the 13F portfolio, value $11,014,098.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 146,613 shares
    Change vs previous 13F +4,695 shares

    0.38% of the 13F portfolio, value $10,249,744.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 141,918 shares
    Change vs previous 13F -12,588 shares

    0.36% of the 13F portfolio, value $9,411,973.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 154,506 shares
    Change vs previous 13F -881 shares

    0.45% of the 13F portfolio, value $10,931,314.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 155,387 shares
    Change vs previous 13F +12,534 shares

    0.51% of the 13F portfolio, value $11,128,829.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 142,853 shares
    Change vs previous 13F +2,744 shares

    0.47% of the 13F portfolio, value $8,894,051.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 140,109 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $10,138,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).