Wealthspire Advisors, LLC

Position in KO — Coca Cola Co

CIK 1646247 NEW YORK, NY

Position in KO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$15,959,314

+$2,492,913 QoQ

Shares Held

196,374

+10.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#500

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

Wealthspire Advisors, LLC holds $22,827,890 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (69.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	196,374	$15,959,314
2	PEP	Pepsico Inc	44,980	$6,090,292
3	MNST	Monster Beverage Corp	10,990	$528,179
4	COKE	Coca-Cola Consolidated, Inc.	1,310	$250,105

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,959,314	196,374	+10.9%	Shares	Sole	2026-08-11
2026-03-31	$13,466,401	177,073	-4.1%	Shares	Sole	2026-05-01
2025-12-31	$12,908,112	184,639	+30.0%	Shares	Sole	2026-02-13
2025-09-30	$9,419,694	142,034	-51.6%	Shares	Sole	2025-11-14
2025-06-30	$20,754,370	293,348	+0.2%	Shares	Sole	2025-08-11
2025-03-31	$20,976,064	292,880	+101.5%	Shares	Sole	2025-05-09
2024-12-31	$9,050,736	145,370	+4.7%	Shares	Sole	2025-02-04
2024-09-30	$9,982,072	138,910	-3.1%	Shares	Sole	2024-11-13
2024-06-30	$9,121,172	143,302	-1.0%	Shares	Sole	2024-08-08
2024-03-31	$8,851,950	144,687	+4.6%	Shares	Sole	2024-05-06
2023-12-31	$8,150,019	138,300	-5.7%	Shares	Sole	2024-02-07
2023-09-30	$8,211,650	146,689	+7.3%	Shares	Sole	2023-11-06
2023-06-30	$8,235,085	136,750	-0.2%	Shares	Sole	2023-08-01
2023-03-31	$8,502,266	137,067	-8.4%	Shares	Sole	2023-05-09
2022-12-31	$9,518,027	149,631	+6.9%	Shares	Sole	2023-02-14
2022-09-30	$7,841,511	139,977	+32.4%	Shares	Sole	2022-11-14
2022-06-30	$6,648,643	105,685	+15.4%	Shares	Sole	2022-08-09
2022-03-31	$5,680,316	91,618	-19.5%	Shares	Sole	2022-05-09
2021-12-31	$6,742,361	113,872	+9.3%	Shares	Sole	2022-02-14
2021-09-30	$5,466,796	104,189	+22.4%	Shares	Sole	2021-11-15
2021-06-30	$4,605,734	85,118	-35.7%	Shares	Sole	2021-08-13
2021-03-31	$6,975,957	132,346	+13.4%	Shares	Sole	2021-05-17
2020-12-31	$6,402,350	116,746	+317.0%	Shares	Sole	2021-02-16
2020-09-30	$1,382,261	27,998	+25.0%	Shares	Sole	2020-11-16
2020-06-30	$1,000,921	22,402	-82.8%	Shares	Sole	2020-08-14
2020-03-31	$5,779,625	130,613	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.