Dakota Wealth Management

Position in KO — Coca Cola Co

CIK 1631353 PALM BEACH GARDENS, FL

Position in KO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,540,826

+$376,727 QoQ

Shares Held

68,178

+0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#885

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Dakota Wealth Management holds $16,330,602 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	62,985	$8,528,169
2	KO	Coca Cola Co This page	68,178	$5,540,826
3	MNST	Monster Beverage Corp	47,058	$2,261,607

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,540,826	68,178	+0.4%	Shares	Defined	2026-08-07
2026-03-31	$5,164,099	67,904	-18.8%	Shares	Defined	2026-05-07
2025-12-31	$5,846,153	83,624	+4.6%	Shares	Defined	2026-01-13
2025-09-30	$5,304,074	79,977	-34.1%	Shares	Defined	2025-11-10
2025-06-30	$8,583,602	121,323	+26.5%	Shares	Defined	2025-07-16
2025-03-31	$6,866,853	95,879	+2.3%	Shares	Defined	2025-05-02
2024-12-31	$5,833,388	93,694	-7.2%	Shares	Sole	2025-01-17
2024-09-30	$7,257,716	100,998	+1.1%	Shares	Defined	2024-10-23
2024-06-30	$6,356,789	99,871	-0.8%	Shares	Defined	2024-07-22
2024-03-31	$6,161,743	100,715	+64.6%	Shares	Defined	2024-04-24
2023-12-31	$3,605,514	61,183	-4.3%	Shares	Defined	2024-01-30
2023-09-30	$3,578,240	63,920	+35.3%	Shares	Sole	2023-10-24
2023-06-30	$2,844,853	47,241	+180.9%	Shares	Sole	2023-07-31
2023-03-31	$1,043,220	16,818	-2.4%	Shares	Sole	2023-04-14
2022-12-31	$1,096,317	17,235	-5.6%	Shares	Sole	2023-02-08
2022-09-30	$1,022,252	18,248	+8.3%	Shares	Sole	2022-11-10
2022-06-30	$1,059,970	16,849	+16.5%	Shares	Other	2022-08-05
2022-03-31	$896,830	14,465	+24.3%	Shares	Other	2022-05-13
2021-12-31	$688,966	11,636	+6.1%	Shares	Other	2022-02-10
2021-09-30	$575,228	10,963	+13.0%	Shares	Sole	2021-11-15
2021-06-30	$524,758	9,698	+0.3%	Shares	Sole	2021-08-02
2021-03-31	$509,652	9,669	-6.8%	Shares	Other	2021-05-10
2020-12-31	$568,854	10,373	+27.3%	Shares	Sole	2021-02-12
2020-09-30	$402,167	8,146	+22.4%	Shares	Sole	2020-11-04
2020-06-30	$297,345	6,655	-23.4%	Shares	Sole	2020-08-07
2020-03-31	$384,444	8,688	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.