Position in KO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$900,959
-$5,361,302 QoQ
Shares Held
11,086
-86.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,015
of 3,612 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $1,497,717 across 11 Beverages - Non-Alcoholic names. KO ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
11,086 | $900,959 | |
| 2 | PEP |
Pepsico Inc
|
4,034 | $546,203 | |
| 3 | MNST |
Monster Beverage Corp
|
512 | $24,606 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
368 | $12,044 | |
| 5 | KOF |
Coca Cola Femsa Sab De CV
|
91 | $9,668 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
10 | $1,909 | |
| 7 | PRMB |
Primo Brands Corp
|
56 | $1,368 | |
| 8 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
4 | $400 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $900,959 | 11,086 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,262,261 | 82,344 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,657,326 | 80,923 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,349,663 | 65,586 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,516,043 | 63,831 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,615,980 | 64,451 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,487,616 | 104,202 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,415,445 | 89,277 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $6,065,144 | 95,289 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,045,256 | 98,811 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,623,614 | 112,398 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,219,042 | 111,094 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,492,920 | 107,820 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,422,089 | 103,532 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $5,908,414 | 92,885 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,258,864 | 76,024 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,939,046 | 62,614 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,809,156 | 61,438 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,177,208 | 53,660 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,466,667 | 47,011 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,160,341 | 39,925 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,752,818 | 33,254 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,140,672 | 20,800 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $919,170 | 18,618 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $809,735 | 18,123 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $714,637 | 16,150 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||