Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,607,033
+$669,144 QoQ
Shares Held
93,602
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#751
of 3,612 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026IHT Wealth Management, LLC holds $14,251,635 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (53.4% of the industry book) .
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,607,033 | 93,602 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,937,889 | 91,228 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,319,381 | 76,089 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,127,995 | 77,322 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,070,652 | 71,670 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,860,061 | 67,859 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,362,682 | 70,072 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,377,862 | 88,754 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,406,807 | 69,235 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,120,350 | 67,348 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,948,192 | 66,998 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,782,120 | 67,562 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,094,297 | 67,989 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,573,595 | 73,732 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,441,822 | 69,829 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,891,205 | 69,461 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $3,046,731 | 48,430 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,770,284 | 44,682 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,519,681 | 42,555 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,174,041 | 41,434 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,490,520 | 46,027 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,593,226 | 49,198 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,906,958 | 53,008 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $2,520,535 | 51,054 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $1,929,103 | 43,176 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,035,588 | 46,002 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||