Position in KO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$14,168,936
+$4,760,943 QoQ
Shares Held
174,344
+40.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#538
of 3,621 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, 2026Stratos Wealth Partners, LTD. holds $27,121,977 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (52.2% of the industry book) .
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,168,936 | 174,344 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,407,993 | 123,708 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,505,600 | 121,665 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,602,499 | 129,712 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,346,943 | 117,978 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,738,212 | 122,008 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,254,991 | 132,589 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $9,591,369 | 133,473 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $7,905,075 | 124,196 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $7,524,772 | 122,994 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $7,342,736 | 124,601 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,468,544 | 115,551 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,664,426 | 110,668 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $6,384,996 | 102,934 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $7,455,791 | 117,211 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $5,920,137 | 105,679 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $6,538,425 | 103,933 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,471,002 | 104,371 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $6,409,660 | 108,253 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $5,451,003 | 103,888 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $5,522,845 | 102,067 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $5,201,686 | 98,685 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $6,605,313 | 120,447 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,225,863 | 105,851 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,273,222 | 118,022 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $5,517,444 | 124,688 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||