Aries Wealth Management

Position in KO — Coca Cola Co

CIK 1729515 PORTLAND, ME

Position in KO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$987,511

+$62,059 QoQ

Shares Held

12,151

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,942

of 3,620 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Aries Wealth Management holds $3,837,951 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	14,166	$1,918,076
2	KO	Coca Cola Co This page	12,151	$987,511
3	MNST	Monster Beverage Corp	19,400	$932,364

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$987,511	12,151	-0.1%	Shares	Sole	2026-07-24
2026-03-31	$925,452	12,169	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$852,202	12,190	0.0%	Shares	Sole	2026-01-30
2025-09-30	$808,440	12,190	0.0%	Shares	Sole	2025-11-10
2025-06-30	$862,442	12,190	-1.8%	Shares	Sole	2025-07-28
2025-03-31	$888,660	12,408	+1.6%	Shares	Sole	2025-04-17
2024-12-31	$760,070	12,208	0.0%	Shares	Sole	2025-01-30
2024-09-30	$877,266	12,208	-13.1%	Shares	Sole	2024-10-31
2024-06-30	$894,091	14,047	-0.1%	Shares	Sole	2024-07-25
2024-03-31	$860,557	14,066	-9.6%	Shares	Sole	2024-05-03
2023-12-31	$917,304	15,566	-8.4%	Shares	Sole	2024-01-10
2023-09-30	$950,988	16,988	+9.1%	Shares	Sole	2023-10-19
2023-06-30	$937,384	15,566	0.0%	Shares	Sole	2023-07-14
2023-03-31	$965,558	15,566	-1.7%	Shares	Sole	2023-04-11
2022-12-31	$1,007,137	15,833	-0.6%	Shares	Sole	2023-01-19
2022-09-30	$892,566	15,933	-0.4%	Shares	Sole	2022-11-02
2022-06-30	$1,006,056	15,992	+5.9%	Shares	Sole	2022-07-27
2021-09-30	$792,506	15,104	+3.4%	Shares	Sole	2021-10-13
2021-06-30	$790,222	14,604	+0.4%	Shares	Sole	2021-07-14
2021-03-31	$766,983	14,551	+13.5%	Shares	Sole	2021-04-20
2020-12-31	$703,103	12,821	0.0%	Shares	Sole	2021-01-22
2020-09-30	$632,972	12,821	+0.4%	Shares	Sole	2020-10-14
2020-06-30	$570,474	12,768	+0.0%	Shares	Sole	2020-07-09
2020-03-31	$564,762	12,763	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.