Position in KO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,797,042
-$58,349 QoQ
Shares Held
22,112
-9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,483
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Calamos Wealth Management LLC holds $10,887,256 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
67,136 | $9,090,214 | |
| 2 | KO |
Coca Cola Co
This page
|
22,112 | $1,797,042 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,797,042 | 22,112 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,855,391 | 24,397 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,077,522 | 15,413 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $984,122 | 14,839 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,121,741 | 15,855 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,115,767 | 15,579 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $981,591 | 15,766 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,117,782 | 15,555 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,023,810 | 16,085 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,169,578 | 19,117 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,140,884 | 19,360 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,114,841 | 19,915 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $9,000,300 | 149,457 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $9,439,911 | 152,183 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,229,264 | 176,533 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $10,487,672 | 187,213 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $11,637,595 | 184,988 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $11,325,292 | 182,666 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $10,550,570 | 178,189 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $9,812,257 | 187,007 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $10,164,401 | 187,847 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $8,591,361 | 162,993 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $8,810,265 | 160,654 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $9,197,779 | 186,303 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $6,993,671 | 156,528 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $10,193,784 | 230,368 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||