NWAM LLC

Position in KO — Coca Cola Co

CIK 1655006 MERCER ISLAND, WA

Position in KO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,253,454

+$182,309 QoQ

Shares Held

27,728

+1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,336

of 3,621 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

NWAM LLC holds $4,220,157 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	27,728	$2,253,454
2	PEP	Pepsico Inc	11,843	$1,603,542
3	MNST	Monster Beverage Corp	6,340	$304,700
4	ZVIA	Zevia PBC	35,866	$58,461

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,253,454	27,728	+1.8%	Shares	Sole	2026-07-23
2026-03-31	$2,071,145	27,234	-3.9%	Shares	Sole	2026-05-04
2025-12-31	$1,981,529	28,344	+17.4%	Shares	Sole	2026-02-04
2025-03-31	$1,728,620	24,136	-11.6%	Shares	Sole	2025-05-05
2024-12-31	$1,699,137	27,291	-1.1%	Shares	Sole	2025-02-05
2024-09-30	$1,982,042	27,582	-0.2%	Shares	Sole	2024-11-12
2024-03-31	$1,690,342	27,629	+0.2%	Shares	Sole	2024-05-09
2023-12-31	$1,624,405	27,565	+6.9%	Shares	Sole	2024-02-14
2023-09-30	$1,444,060	25,796	-6.2%	Shares	Sole	2023-11-01
2023-06-30	$1,656,772	27,512	+6.3%	Shares	Sole	2023-08-10
2023-03-31	$1,605,336	25,880	-9.7%	Shares	Sole	2023-05-12
2022-12-31	$1,822,108	28,645	+18.0%	Shares	Sole	2023-02-08
2022-09-30	$1,360,445	24,285	-5.8%	Shares	Sole	2022-11-14
2022-06-30	$1,621,316	25,772	+3.5%	Shares	Sole	2022-08-10
2022-03-31	$1,543,242	24,891	+41.9%	Shares	Sole	2022-05-12
2021-12-31	$1,038,543	17,540	+75.3%	Shares	Sole	2022-02-10
2021-09-30	$525,067	10,007	-15.7%	Shares	Sole	2021-11-03
2021-06-30	$641,961	11,864	-6.9%	Shares	Sole	2021-08-04
2021-03-31	$671,419	12,738	+5.1%	Shares	Sole	2021-04-23
2020-12-31	$664,935	12,125	+4.3%	Shares	Sole	2021-01-22
2020-09-30	$573,926	11,625	+4.5%	Shares	Sole	2020-10-16
2020-06-30	$496,841	11,120	+18.7%	Shares	Sole	2020-07-21
2020-03-31	$414,489	9,367	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.