Position in KO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,197,703
-$67,902 QoQ
Shares Held
27,042
-9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,353
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, 2026JFS WEALTH ADVISORS, LLC holds $4,535,339 across 7 Beverages - Non-Alcoholic names. KO ranks #2 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
16,807 | $2,275,667 | |
| 2 | KO |
Coca Cola Co
This page
|
27,042 | $2,197,703 | |
| 3 | MNST |
Monster Beverage Corp
|
608 | $29,220 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
91 | $17,373 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
388 | $12,699 | |
| 6 | KOF |
Coca Cola Femsa Sab De CV
|
23 | $2,443 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
8 | $234 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,197,703 | 27,042 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,265,605 | 29,791 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,132,884 | 30,509 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,135,835 | 32,205 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,021,539 | 28,573 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,036,514 | 28,435 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,708,352 | 27,439 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,980,389 | 27,559 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,558,533 | 24,486 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,508,882 | 24,663 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,447,438 | 24,562 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,369,942 | 24,472 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,458,106 | 24,213 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,510,802 | 24,356 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $774,451 | 12,175 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $805,847 | 14,385 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $942,517 | 14,982 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $920,700 | 14,850 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,364,790 | 23,050 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,249,048 | 23,805 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $939,728 | 17,367 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $895,226 | 16,984 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $931,402 | 16,984 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $832,970 | 16,872 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $753,438 | 16,863 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $781,189 | 17,654 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||