Position in KO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$853,985
+$73,408 QoQ
Shares Held
10,508
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,067
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,936,266 across 7 Beverages - Non-Alcoholic names. KO ranks #1 (44.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
10,508 | $853,985 | |
| 2 | PEP |
Pepsico Inc
|
4,054 | $548,911 | |
| 3 | MNST |
Monster Beverage Corp
|
8,562 | $411,489 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
948 | $94,866 | |
| 5 | FIZZ |
National Beverage Corp
|
602 | $18,782 | |
| 6 | PRMB |
Primo Brands Corp
|
295 | $7,209 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
35 | $1,024 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $853,985 | 10,508 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $780,577 | 10,264 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $720,422 | 10,305 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $694,569 | 10,473 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $724,197 | 10,236 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $751,938 | 10,499 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $666,431 | 10,704 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $765,596 | 10,654 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $714,916 | 11,232 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $472,064 | 7,716 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $364,069 | 6,178 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $380,048 | 6,789 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $411,663 | 6,836 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $423,850 | 6,833 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $460,154 | 7,234 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $396,957 | 7,086 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $444,270 | 7,062 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $477,896 | 7,708 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $459,469 | 7,760 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $406,590 | 7,749 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $424,492 | 7,845 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $413,246 | 7,840 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $431,974 | 7,877 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $370,373 | 7,502 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $629,496 | 14,089 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $579,630 | 13,099 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||