Avior Wealth Management, LLC

Position in KO — Coca Cola Co

CIK 1599868 OMAHA, NE

Position in KO

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$1,468,221

+$219,699 QoQ

Shares Held

19,306

+8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Avior Wealth Management, LLC holds $6,283,197 across 5 Beverages - Non-Alcoholic names. KO ranks #3 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	16,385	$2,544,426
2	MNST	Monster Beverage Corp	20,375	$1,476,372
3	KO	Coca Cola Co This page	19,306	$1,468,221
4	FIZZ	National Beverage Corp	12,818	$431,325
5	CELH	Celsius Holdings, Inc.	10,227	$362,853

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,468,221	19,306	+8.1%	Shares	Sole	2026-04-09
2025-12-31	$1,248,522	17,859	-6.8%	Shares	Sole	2026-01-06
2025-09-30	$1,271,487	19,172	-0.3%	Shares	Sole	2025-11-14
2025-06-30	$1,360,947	19,236	+2.0%	Shares	Sole	2025-07-17
2025-03-31	$1,350,609	18,858	-12.2%	Shares	Sole	2025-04-21
2024-12-31	$1,337,033	21,475	+3.3%	Shares	Sole	2025-01-17
2024-09-30	$1,493,538	20,784	+0.9%	Shares	Sole	2024-11-08
2024-06-30	$1,311,444	20,604	-22.8%	Shares	Sole	2024-08-13
2024-03-31	$1,632,098	26,677	+11.2%	Shares	Sole	2024-04-30
2023-12-31	$1,414,084	23,996	-3.3%	Shares	Sole	2024-01-30
2023-09-30	$1,389,759	24,826	-6.6%	Shares	Sole	2023-10-17
2023-06-30	$1,600,226	26,573	+1.2%	Shares	Sole	2023-07-19
2023-03-31	$1,628,225	26,249	+9.9%	Shares	Sole	2023-05-10
2022-12-31	$1,518,879	23,878	-0.8%	Shares	Sole	2023-02-14
2022-09-30	$1,348,513	24,072	+1.4%	Shares	Sole	2022-10-26
2022-06-30	$1,493,923	23,747	-1.4%	Shares	Sole	2022-08-10
2022-03-31	$1,492,588	24,074	0.0%	Shares	Sole	2022-05-13
2021-12-31	$1,425,421	24,074	+188.3%	Shares	Sole	2022-02-14
2021-09-30	$438,072	8,349	+0.1%	Shares	Sole	2021-11-02
2021-06-30	$451,277	8,340	-0.4%	Shares	Sole	2021-07-27
2021-03-31	$441,182	8,370	-1.3%	Shares	Sole	2021-05-11
2020-12-31	$465,043	8,480	+4.7%	Shares	Sole	2021-02-09
2020-09-30	$399,995	8,102	-2.0%	Shares	Sole	2020-10-20
2020-06-30	$369,280	8,265	+7.2%	Shares	Sole	2020-07-02
2020-03-31	$341,034	7,707	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.