Position in KO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,899,549
+$180,516 QoQ
Shares Held
72,592
-3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#859
of 3,621 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026SVB WEALTH LLC holds $11,956,666 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
44,735 | $6,057,117 | |
| 2 | KO |
Coca Cola Co
This page
|
72,592 | $5,899,549 |
All Filings in KO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,899,549 | 72,592 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,719,033 | 75,201 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,073,925 | 72,578 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,639,479 | 69,956 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,842,269 | 68,442 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $5,758,115 | 92,485 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $5,484,593 | 86,168 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,109,617 | 99,863 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,975,501 | 101,400 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $6,013,371 | 107,420 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $7,005,993 | 116,340 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $8,608,337 | 138,777 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,138,911 | 143,671 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,269,055 | 147,609 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $8,219,065 | 130,648 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $7,869,164 | 126,922 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,665,088 | 129,456 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,787,518 | 129,360 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,900,593 | 127,529 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,972,952 | 132,289 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $7,685,880 | 140,151 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $6,985,360 | 141,490 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $6,139,032 | 137,400 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $7,334,172 | 165,744 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||