Position in KO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,649,889
+$390,368 QoQ
Shares Held
32,606
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,249
of 3,621 holders
Holding Since
Mar 2025
6 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, 2026Dynasty Wealth Management, LLC holds $6,122,116 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (43.3% of the industry book) .
All Filings in KO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,649,889 | 32,606 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,259,521 | 29,711 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,138,057 | 30,583 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,046,794 | 15,784 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,489,358 | 21,051 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,529,158 | 21,351 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||