Position in KO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$77,856
+$13,290 QoQ
Shares Held
958
+12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#3,447
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $153,646 across 8 Beverages - Non-Alcoholic names. KO ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
958 | $77,856 | |
| 2 | PEP |
Pepsico Inc
|
353 | $47,796 | |
| 3 | MNST |
Monster Beverage Corp
|
398 | $19,127 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
140 | $4,582 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
30 | $3,002 | |
| 6 | KOF |
Coca Cola Femsa Sab De CV
|
10 | $1,062 | |
| 7 | COKE |
Coca-Cola Consolidated, Inc.
|
1 | $190 | |
| 8 | FIZZ |
National Beverage Corp
|
1 | $31 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,856 | 958 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $64,566 | 849 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $49,915 | 714 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $37,006 | 558 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $54,831 | 775 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $33,589 | 469 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $24,841 | 399 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $24,360 | 339 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $31,570 | 496 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $30,345 | 496 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $29,229 | 496 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $56,427 | 1,008 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $51,247 | 851 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $50,864 | 820 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $52,160 | 820 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $48,513 | 866 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $54,480 | 866 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $53,692 | 866 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $56,427 | 953 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $45,439 | 866 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $46,859 | 866 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $27,461 | 521 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $27,913 | 509 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $25,079 | 508 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $26,852 | 601 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $29,780 | 673 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||