Position in KO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$15,435,854
+$1,112,674 QoQ
Shares Held
189,933
+0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.22%
of 13F equity value
Holder Rank
#507
of 3,621 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Advocacy Wealth Management, LLC holds $18,158,204 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (85.0% of the industry book) .
All Filings in KO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,435,854 | 189,933 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $14,323,180 | 188,339 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,120,359 | 187,675 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $25,571,532 | 385,578 | Shares | Sole | 2025-11-14 | |
| 2021-12-31 | $26,703 | 451 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $23,663 | 451 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $42,963 | 794 | Shares | Sole | 2021-07-02 | |
| 2021-03-31 | $23,772 | 451 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $24,732 | 451 | Shares | Sole | 2021-01-06 | |
| 2020-09-30 | $22,265 | 451 | Shares | Sole | 2020-10-02 | |
| 2020-06-30 | $20,150 | 451 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $19,956 | 451 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||