BSW Wealth Partners

Position in KO — Coca Cola Co

CIK 1512601 BOULDER, CO

Position in KO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,496,939

+$156,805 QoQ

Shares Held

30,724

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#1,279

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

BSW Wealth Partners holds $5,214,023 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (47.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	30,724	$2,496,939
2	PEP	Pepsico Inc	9,774	$1,323,399
3	MNST	Monster Beverage Corp	14,420	$693,025
4	KDP	Keurig Dr Pepper Inc.	13,886	$454,488
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	2,460	$246,172

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,496,939	30,724	-0.2%	Shares	Sole	2026-07-15
2026-03-31	$2,340,134	30,771	-0.9%	Shares	Sole	2026-04-14
2025-12-31	$2,171,474	31,061	-6.2%	Shares	Sole	2026-01-23
2025-09-30	$2,195,324	33,102	+16.7%	Shares	Sole	2025-10-15
2025-06-30	$2,007,460	28,374	-0.9%	Shares	Sole	2025-07-18
2025-03-31	$2,050,767	28,634	-5.1%	Shares	Sole	2025-04-24
2024-12-31	$1,878,321	30,169	+2.6%	Shares	Sole	2025-01-22
2024-09-30	$2,112,612	29,399	+0.3%	Shares	Sole	2024-10-29
2024-06-30	$1,865,581	29,310	-6.3%	Shares	Sole	2024-07-16
2024-03-31	$1,914,628	31,295	+3.1%	Shares	Sole	2024-04-23
2023-12-31	$1,788,879	30,356	-1.5%	Shares	Sole	2024-01-25
2023-09-30	$1,725,079	30,816	-0.7%	Shares	Sole	2023-10-27
2023-06-30	$1,869,289	31,041	-1.2%	Shares	Sole	2023-08-11
2023-03-31	$1,949,788	31,433	+0.4%	Shares	Sole	2023-05-15
2022-12-31	$1,992,010	31,316	-3.1%	Shares	Sole	2023-02-14
2022-09-30	$1,811,350	32,334	-7.0%	Shares	Sole	2022-11-14
2022-06-30	$2,187,254	34,768	+0.2%	Shares	Sole	2022-08-15
2022-03-31	$2,151,896	34,708	-0.2%	Shares	Sole	2022-05-16
2021-12-31	$2,059,146	34,777	-13.8%	Shares	Sole	2022-02-14
2021-09-30	$2,117,899	40,364	-2.4%	Shares	Sole	2021-11-15
2021-06-30	$2,238,638	41,372	+2.5%	Shares	Sole	2021-08-16
2021-03-31	$2,127,586	40,364	-9.0%	Shares	Sole	2021-05-17
2020-12-31	$2,431,989	44,347	-0.3%	Shares	Sole	2021-02-16
2020-09-30	$2,196,570	44,492	-1.2%	Shares	Sole	2020-11-13
2020-06-30	$2,012,163	45,035	-0.5%	Shares	Sole	2020-08-13
2020-03-31	$2,003,772	45,283	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.