TD PRIVATE CLIENT WEALTH LLC

Position in KO — Coca Cola Co

CIK 1551017 NEW YORK, NY

Back to KO Full portfolio

Position in KO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,624,777

-$1,299,250 QoQ

Shares Held

32,297

-37.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,253

of 3,618 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, 2026

TD PRIVATE CLIENT WEALTH LLC holds $14,465,520 across 11 Beverages - Non-Alcoholic names. KO ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	38,958	$5,274,913
2	MNST	Monster Beverage Corp	81,618	$3,922,561
3	KO	Coca Cola Co This page	32,297	$2,624,777
4	KDP	Keurig Dr Pepper Inc.	49,511	$1,620,495
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	7,348	$735,314
6	KOF	Coca Cola Femsa Sab De CV	2,208	$234,600
7	CELH	Celsius Holdings, Inc.	1,204	$35,253
8	COKE	Coca-Cola Consolidated, Inc.	72	$13,746

All Filings in KO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,624,777	32,297	-37.4%	Shares	Defined	2026-08-04
2026-03-31	$3,924,027	51,598	-1.7%	Shares	Defined	2026-04-27
2025-12-31	$3,671,463	52,517	-7.1%	Shares	Defined	2026-02-05
2025-09-30	$3,749,003	56,529	-39.4%	Shares	Defined	2025-10-27
2025-06-30	$6,603,168	93,331	-7.4%	Shares	Defined	2025-07-15
2025-03-31	$7,218,866	100,794	+26.6%	Shares	Defined	2025-04-29
2024-12-31	$4,956,892	79,616	+6.5%	Shares	Defined	2025-02-11
2024-09-30	$5,374,265	74,788	-4.5%	Shares	Defined	2024-11-18
2024-06-30	$4,986,977	78,350	-1.9%	Shares	Defined	2024-08-14
2024-03-31	$4,886,568	79,872	-5.2%	Shares	Defined	2024-08-16
2023-12-31	$4,967,091	84,288	+3.6%	Shares	Defined	2024-08-16
2023-09-30	$4,555,484	81,377	-2.7%	Shares	Defined	2024-08-16
2023-06-30	$5,034,090	83,595	-1.0%	Shares	Defined	2024-08-16
2023-03-31	$5,239,674	84,470	+40.3%	Shares	Defined	2024-08-16
2022-12-31	$3,829,894	60,209	-6.8%	Shares	Defined	2024-08-16
2022-09-30	$3,619,284	64,607	-12.8%	Shares	Defined	2024-08-16
2022-06-30	$4,658,611	74,052	-4.8%	Shares	Defined	2024-08-16
2022-03-31	$4,820,872	77,756	-27.9%	Shares	Defined	2024-08-16
2021-12-31	$6,383,962	107,819	-12.4%	Shares	Defined	2024-08-16
2021-09-30	$6,458,269	123,085	+1.9%	Shares	Defined	2024-08-16
2021-06-30	$6,537,083	120,811	+13.8%	Shares	Defined	2024-08-16
2021-03-31	$5,595,957	106,165	-16.9%	Shares	Defined	2024-08-16
2020-12-31	$7,007,345	127,778	-18.1%	Shares	Defined	2024-08-16
2020-09-30	$7,702,460	156,015	-3.5%	Shares	Defined	2024-08-16
2020-06-30	$7,223,281	161,667	-13.5%	Shares	Defined	2024-08-16
2020-03-31	$8,265,944	186,801	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.