KESTRA PRIVATE WEALTH SERVICES, LLC

Position in KO — Coca Cola Co

CIK 1649451 AUSTIN, TX

Position in KO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$19,374,117

+$520,942 QoQ

Shares Held

238,392

-3.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#461

of 3,621 holders

Holding Since

Jun 2022

17 quarters on record

Consumer Defensive · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $45,413,922 across 5 Beverages - Non-Alcoholic names. KO ranks #2 (42.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	152,730	$20,679,642
2	KO	Coca Cola Co This page	238,392	$19,374,117
3	MNST	Monster Beverage Corp	69,502	$3,340,266
4	KDP	Keurig Dr Pepper Inc.	60,942	$1,994,631
5	ZVIA	Zevia PBC	15,501	$25,266

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,374,117	238,392	-3.8%	Shares	Sole	2026-07-28
2026-03-31	$18,853,175	247,905	+17.8%	Shares	Sole	2026-04-20
2025-12-31	$14,709,902	210,412	+10.7%	Shares	Sole	2026-01-29
2025-09-30	$12,601,993	190,018	+0.8%	Shares	Sole	2025-11-17
2025-06-30	$13,341,256	188,569	+0.5%	Shares	Sole	2025-08-07
2025-03-31	$13,434,049	187,574	-4.2%	Shares	Sole	2025-05-05
2024-12-31	$12,192,064	195,825	+12.9%	Shares	Sole	2025-01-28
2024-09-30	$12,462,033	173,421	-9.9%	Shares	Sole	2024-11-13
2024-06-30	$12,249,633	192,453	+2.5%	Shares	Sole	2024-08-12
2024-03-31	$11,486,300	187,746	+1.4%	Shares	Sole	2024-05-02
2023-12-31	$10,916,193	185,240	-1.5%	Shares	Sole	2024-02-05
2023-09-30	$10,529,614	188,096	+13.7%	Shares	Sole	2023-11-08
2023-06-30	$9,963,158	165,446	+9.6%	Shares	Sole	2023-08-08
2023-03-31	$9,362,870	150,941	+39.7%	Shares	Sole	2023-05-12
2022-12-31	$6,870,579	108,011	+3.7%	Shares	Sole	2023-02-01
2022-09-30	$5,836,163	104,180	-4.3%	Shares	Sole	2022-11-14
2022-06-30	$6,846,872	108,836	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.