Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$485,230,092
+$121,049,078 QoQ
Shares Held
5,970,593
+24.7% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
#72
of 3,621 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Capital Wealth Planning, LLC holds $485,696,545 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (99.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
5,970,593 | $485,230,092 | |
| 2 | PEP |
Pepsico Inc
|
3,445 | $466,453 |
All Filings in KO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,230,092 | 5,970,593 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $364,181,014 | 4,788,705 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $294,256,432 | 4,209,075 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $155,440,086 | 2,343,789 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $249,589,514 | 3,527,767 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $490,883 | 6,854 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $424,550 | 6,819 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $736,708 | 10,252 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $644,774 | 10,130 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $187,493,328 | 3,064,618 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $218,787,878 | 3,712,674 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $208,743,989 | 3,728,903 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $161,819,569 | 2,687,140 | Shares | Sole | 2023-08-04 | |
| 2022-06-30 | $617,461 | 9,815 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $101,828,366 | 1,642,393 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $621,823 | 10,502 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $651,729 | 12,421 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $687,575 | 12,707 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $91,033,278 | 1,727,059 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,050,076 | 19,148 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $954,371 | 19,331 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $878,944 | 19,672 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,030,272 | 23,283 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||