Position in KO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$354,499
+$22,998 QoQ
Shares Held
4,362
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#2,785
of 3,621 holders
Holding Since
Sep 2024
8 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, 2026JUNCTURE WEALTH STRATEGIES, LLC holds $912,379 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
11,608 | $557,880 | |
| 2 | KO |
Coca Cola Co
This page
|
4,362 | $354,499 |
All Filings in KO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,499 | 4,362 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $331,501 | 4,359 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $307,324 | 4,396 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $291,476 | 4,395 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $310,875 | 4,394 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $314,626 | 4,393 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $273,508 | 4,393 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $320,136 | 4,455 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||