Institutions / Cannon Financial Strategists, Inc. / Activity
Activity — Cannon Financial Strategists, Inc.
123 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | Coca Cola Co Common stock | $-207.7K | -3K -4.43% | 55,185 0.51% of portfolio | low |
| Q2 2026 as of | Add | Southern Co Common stock | $208.5K | +2K +14.63% | 17,067 0.19% of portfolio | low |
| Q2 2026 as of | New | 464288877 Common stock | $209.3K | +3K | 2,734 0.02% of portfolio | low |
| Q2 2026 as of | Add | 808524839 Common stock | $210.0K | +9K +89.60% | 19,214 0.05% of portfolio | low |
| Q2 2026 as of | New | 962879102 Common stock | $212.2K | +2K | 1,889 0.02% of portfolio | low |
| Q2 2026 as of | Exit | AT&T Inc. Common stock | $-214.5K | -9K -100.00% | 0 | low |
| Q2 2026 as of | New | 464287507 Common stock | $218.0K | +3K | 2,827 0.02% of portfolio | low |
| Q2 2026 as of | Add | Exxon Mobil Corp Common stock | $221.6K | +2K +32.62% | 6,591 0.10% of portfolio | low |
| Q2 2026 as of | Exit | BlackRock, Inc. Common stock | $-224.8K | -210 -100.00% | 0 | low |
| Q2 2026 as of | New | 464287804 Common stock | $225.9K | +2K | 1,523 0.03% of portfolio | low |
| Q2 2026 as of | New | 808524201 Common stock | $227.1K | +8K | 7,717 0.03% of portfolio | low |
| Q2 2026 as of | New | US Bancorp \De Common stock | $232.4K | +4K | 3,848 0.03% of portfolio | low |
| Q2 2026 as of | New | General Electric Co Common stock | $237.1K | +634 | 634 0.03% of portfolio | low |
| Q2 2026 as of | New | Delta Air Lines, Inc. Common stock | $237.2K | +3K | 2,533 0.03% of portfolio | low |
| Q2 2026 as of | New | Morgan Stanley Common stock | $238.5K | +1K | 1,141 0.03% of portfolio | low |
| Q2 2026 as of | New | Pepsico Inc Common stock | $243.2K | +2K | 1,796 0.03% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $245.7K | +491 +11.52% | 4,755 0.27% of portfolio | low |
| Q2 2026 as of | New | 81369Y803 Common stock | $248.5K | +1K | 1,304 0.03% of portfolio | low |
| Q2 2026 as of | Add | 33740F805 Common stock | $253.1K | +6K +8.71% | 72,459 0.36% of portfolio | low |
| Q2 2026 as of | New | 33739P830 Common stock | $254.0K | +13K | 12,706 0.03% of portfolio | low |
| Q2 2026 as of | New | Pfizer Inc Common stock | $262.3K | +11K | 10,892 0.03% of portfolio | low |
| Q2 2026 as of | New | 922042742 Common stock | $264.4K | +2K | 1,685 0.03% of portfolio | low |
| Q2 2026 as of | New | 808524805 Common stock | $265.0K | +10K | 9,567 0.03% of portfolio | low |
| Q2 2026 as of | Trim | Amgen Inc Common stock | $-288.2K | -796 -39.37% | 1,226 0.05% of portfolio | low |
| Q2 2026 as of | New | Netflix Inc Common stock | $296.2K | +4K | 4,148 0.03% of portfolio | low |
| Q2 2026 as of | New | Wells Fargo & COMPANY/MN Common stock | $297.5K | +4K | 3,600 0.03% of portfolio | low |
| Q2 2026 as of | New | 25434V815 Common stock | $315.3K | +8K | 8,128 0.04% of portfolio | low |
| Q2 2026 as of | New | SPCX Space Exploration Technologies Corp Common Stock | $316.3K | +2K | 1,851 0.04% of portfolio | low |
| Q2 2026 as of | New | DOVER Corp Common stock | $375.1K | +2K | 1,672 0.04% of portfolio | low |
| Q2 2026 as of | Trim | 464288414 Common stock | $-380.0K | -4K -12.24% | 25,325 0.31% of portfolio | low |
| Q2 2026 as of | New | 46435U853 Common stock | $391.5K | +11K | 10,575 0.04% of portfolio | low |
| Q2 2026 as of | Add | 464287200 Common stock | $404.4K | +540 +14.21% | 4,339 0.37% of portfolio | low |
| Q2 2026 as of | New | 78468R531 Common stock | $419.7K | +6K | 5,755 0.05% of portfolio | low |
| Q2 2026 as of | Add | Costco Wholesale Corp /New Common stock | $433.4K | +463 +178.76% | 722 0.08% of portfolio | low |
| Q2 2026 as of | New | 14020Y102 Common stock | $474.9K | +21K | 21,307 0.05% of portfolio | low |
| Q2 2026 as of | Trim | 921932778 Common stock | $-478.1K | -4K -2.72% | 145,840 1.95% of portfolio | low |
| Q2 2026 as of | New | Micron Technology Inc Common stock | $486.1K | +421 | 421 0.06% of portfolio | low |
| Q2 2026 as of | Add | 922907746 Common stock | $501.7K | +10K +18.79% | 62,715 0.36% of portfolio | low |
| Q2 2026 as of | New | Corning Inc /Ny Common stock | $518.0K | +2K | 2,028 0.06% of portfolio | low |
| Q2 2026 as of | Add | 464288521 Common stock | $529.5K | +8K +3.90% | 212,247 1.61% of portfolio | low |
| Q2 2026 as of | Add | 922908769 Common stock | $551.4K | +1K +2.13% | 71,573 3.01% of portfolio | low |
| Q2 2026 as of | New | Eaton Corp plc Common stock | $653.7K | +2K | 1,534 0.07% of portfolio | low |
| Q2 2026 as of | New | Phillips 66 Common stock | $680.3K | +4K | 4,024 0.08% of portfolio | low |
| Q2 2026 as of | New | Caterpillar Inc Common stock | $686.9K | +645 | 645 0.08% of portfolio | low |
| Q2 2026 as of | Add | 78463X889 Common stock | $712.9K | +14K +138.52% | 24,362 0.14% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-731.8K | -3K -34.05% | 4,898 0.16% of portfolio | low |
| Q2 2026 as of | New | Broadcom Inc. Common stock | $772.5K | +2K | 2,045 0.09% of portfolio | low |
| Q2 2026 as of | New | iShares MSCI UAE ETF Common stock | $783.3K | +5K | 5,302 0.09% of portfolio | low |
| Q2 2026 as of | Add | 78464A805 Common stock | $783.9K | +9K +9.86% | 96,238 0.99% of portfolio | low |
| Q2 2026 as of | New | RTX Corp Common stock | $866.3K | +5K | 4,566 0.10% of portfolio | low |