Position in KO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,099,339
+$111,222 QoQ
Shares Held
13,527
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,843
of 3,621 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 10%
Shared 3%
None 86%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026GeoWealth Management, LLC holds $5,240,615 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (21.0% of the industry book) .
All Filings in KO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,099,339 | 13,527 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $988,117 | 12,993 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $901,908 | 12,901 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,033,199 | 15,579 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $817,940 | 11,561 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,213,958 | 16,950 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,354,963 | 21,763 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,923,044 | 26,761 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,843,049 | 28,956 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,291,876 | 21,116 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $548,461 | 9,307 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $10,079 | 225 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $13,609 | 226 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $4,966 | 138 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $245,279 | 3,856 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $479,530 | 8,560 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $519,447 | 8,257 | Shares | Other | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||