Position in KO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,605,353
+$235,179 QoQ
Shares Held
32,058
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,258
of 3,620 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Derivatives in KO
reported options exposure · as of Jun 30, 2026CallValue
$26,819
CallShares
330
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, 2026B. Riley Wealth Advisors, Inc. holds $4,529,617 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (57.5% of the industry book) .
All Filings in KO
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,819 | 330 | Call | Sole | 2026-07-14 | |
| 2026-06-30 | $2,605,353 | 32,058 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $25,169 | 33,000 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $2,370,174 | 31,166 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,613,655 | 37,386 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,160 | 50,000 | Call | Sole | 2025-10-31 | |
| 2025-09-30 | $2,549,539 | 38,443 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,167,406 | 44,769 | Shares | Sole | 2025-08-19 | |
| 2025-06-30 | $58,722 | 830 | Call | Sole | 2025-08-19 | |
| 2024-12-31 | $5,365,442 | 86,178 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $7,863,352 | 109,426 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $8,542,020 | 134,203 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $9,454,573 | 154,537 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $8,400,176 | 142,545 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $8,650,981 | 154,537 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $28,966,542 | 481,012 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $9,511,432 | 153,336 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $9,576,231 | 150,546 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $7,970,692 | 142,283 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $5,571,560 | 88,564 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $5,953,178 | 96,019 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $6,296,095 | 106,335 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $5,641,678 | 107,522 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $5,689,395 | 105,145 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $5,401,087 | 102,468 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $4,594,714 | 83,784 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $5,092,859 | 103,157 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $4,242,320 | 94,949 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $4,289,196 | 96,931 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||