Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,505,393
+$726,087 QoQ
Shares Held
104,656
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#709
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Derivatives in KO
reported options exposure · as of Dec 31, 2025CallValue
$14,725
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Destination Wealth Management holds $14,307,295 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (59.4% of the industry book) .
All Filings in KO
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31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,505,393 | 104,656 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,779,306 | 102,292 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,034,833 | 100,627 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $14,725 | 2,000 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $6,630,474 | 99,977 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,101,319 | 100,372 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,105,921 | 99,217 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,316,650 | 101,456 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,228,325 | 100,589 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $6,554,167 | 102,972 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $6,276,884 | 102,597 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $695 | 100 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $5,970,434 | 101,314 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $575 | 100 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $5,738,005 | 102,501 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $944 | 100 | Call | Sole | 2023-08-11 | |
| 2023-06-30 | $6,279,380 | 104,274 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,496,898 | 104,738 | Shares | Sole | 2023-05-05 | |
| 2023-03-31 | $1,100 | 100 | Call | Sole | 2023-05-05 | |
| 2022-12-31 | $6,572,057 | 103,318 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,872,856 | 104,835 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,449,344 | 102,517 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $6,403,980 | 103,290 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,066,360 | 102,455 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,300,939 | 101,028 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $5,828,512 | 107,716 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,663,689 | 107,450 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $5,772,129 | 105,254 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,131,369 | 103,937 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,486,854 | 100,422 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,311,985 | 97,446 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||