Avidian Wealth Enterprises, LLC

Position in KO — Coca Cola Co

CIK 1471474 HOUSTON, TX

Position in KO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,285,095

+$583,571 QoQ

Shares Held

40,422

+13.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,138

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Consumer Defensive · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $7,877,566 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	32,317	$4,375,721
2	KO	Coca Cola Co This page	40,422	$3,285,095
3	MNST	Monster Beverage Corp	4,510	$216,750

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,285,095	40,422	+13.8%	Shares	Sole	2026-07-24
2026-03-31	$2,701,524	35,523	+7.6%	Shares	Sole	2026-05-07
2025-12-31	$2,307,659	33,009	+7.6%	Shares	Sole	2026-02-02
2025-09-30	$2,034,962	30,684	+2.0%	Shares	Sole	2025-10-30
2025-06-30	$2,128,089	30,079	-1.5%	Shares	Sole	2025-07-30
2025-03-31	$2,186,988	30,536	-11.0%	Shares	Sole	2025-04-25
2024-12-31	$2,134,957	34,291	+1.1%	Shares	Sole	2025-01-29
2024-09-30	$2,437,419	33,919	+3.6%	Shares	Sole	2024-10-30
2024-06-30	$2,084,219	32,745	+9.5%	Shares	Sole	2024-08-06
2024-03-31	$1,829,343	29,901	+2.3%	Shares	Sole	2024-05-03
2023-12-31	$1,723,172	29,241	-5.1%	Shares	Sole	2024-02-06
2023-09-30	$1,724,743	30,810	-9.2%	Shares	Sole	2023-10-13
2023-06-30	$2,042,421	33,916	-19.8%	Shares	Sole	2023-08-03
2023-03-31	$2,621,635	42,264	+2.4%	Shares	Sole	2023-05-08
2022-12-31	$2,625,693	41,278	+15.2%	Shares	Sole	2023-02-06
2022-09-30	$2,008,036	35,845	+8.3%	Shares	Sole	2022-11-03
2022-06-30	$2,081,754	33,091	+21.4%	Shares	Sole	2022-07-29
2022-03-31	$1,690,306	27,263	+7.7%	Shares	Sole	2022-05-10
2021-12-31	$1,499,197	25,320	+23.1%	Shares	Sole	2022-02-14
2021-09-30	$1,079,150	20,567	+3.0%	Shares	Sole	2021-11-10
2021-06-30	$1,080,955	19,977	-7.2%	Shares	Sole	2021-08-09
2021-03-31	$1,134,266	21,519	-10.1%	Shares	Sole	2021-05-05
2020-12-31	$1,313,253	23,947	+6.8%	Shares	Sole	2021-02-09
2020-09-30	$1,107,023	22,423	+30.9%	Shares	Sole	2021-02-03
2020-06-30	$765,457	17,132	+22.5%	Shares	Sole	2020-08-10
2020-03-31	$619,101	13,991	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.