SEC 13F Intelligence

Capwealth Advisors, LLC / KO

Capwealth Advisors, LLC’s Coca Cola Co Position

Does Capwealth Advisors, LLC own Coca Cola Co (KO)? Yes — 190.1K shares worth $14M (+1.07% of its 13F portfolio) as of Q1 2026, down from 190.6K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
190.1K
% of Portfolio
+1.07%
Quarters Held
30
currently held

Position History KO

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $1MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $8MQ2 ’21: $9MQ3 ’21: $9MQ4 ’21: $10MQ4 ’21Q1 ’22: $11MQ2 ’22: $11MQ3 ’22: $10MQ4 ’22: $12MQ4 ’22Q1 ’23: $11MQ2 ’23: $11MQ3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $11MQ2 ’24: $12MQ3 ’24: $13MQ4 ’24: $11MQ4 ’24Q1 ’25: $13MQ2 ’25: $13MQ3 ’25: $25MQ4 ’25: $13MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026190.1K$14M+1.07%
Q4 2025190.6K$13M+0.91%
Q3 2025374.5K$25M+0.97%
Q2 2025187.0K$13M+1.30%
Q1 2025185.8K$13M+1.44%
Q4 2024183.0K$11M+1.25%
Q3 2024184.7K$13M+1.44%
Q2 2024183.6K$12M+1.48%
Q1 2024184.8K$11M+1.27%
Q4 2023186.5K$11M+1.34%
Q3 2023186.9K$10M+1.34%
Q2 2023183.6K$11M+1.35%
Q1 2023183.5K$11M+1.42%
Q4 2022183.8K$12M+1.37%
Q3 2022182.7K$10M+1.35%
Q2 2022177.5K$11M+1.35%
Q1 2022175.4K$11M+1.11%
Q4 2021174.6K$10M+1.05%
Q3 2021171.1K$9M+0.98%
Q2 2021170.7K$9M+1.00%
Q1 2021154.7K$8M+0.93%
Q4 2020150.6K$8M+0.98%
Q3 2020143.1K$7M+0.94%
Q2 202063.9K$3M+0.40%
Q1 202063.8K$3M+0.50%
Q4 201925.1K$1M+0.18%
Q3 201925.1K$1M+0.18%
Q2 201923.7K$1M+0.17%
Q1 201924.0K$1M+0.17%
Q4 201824.6K$1M+0.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capwealth Advisors, LLC’s full portfolio or all institutional holders of KO.