Position in KO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$868,695
+$124,090 QoQ
Shares Held
10,689
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,048
of 3,621 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, 2026Sound Income Strategies, LLC holds $11,853,967 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
81,132 | $10,985,272 | |
| 2 | KO |
Coca Cola Co
This page
|
10,689 | $868,695 |
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,695 | 10,689 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $744,605 | 9,791 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $581,511 | 8,318 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $425,376 | 6,414 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $477,987 | 6,756 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $512,727 | 7,159 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $622,226 | 9,994 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $616,989 | 8,586 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $540,515 | 8,492 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $504,612 | 8,248 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $682,468 | 11,581 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $362,414 | 6,474 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $434,186 | 7,210 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $453,873 | 7,317 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $476,820 | 7,496 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $261,165 | 4,662 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $308,510 | 4,904 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $307,210 | 4,955 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $286,043 | 4,831 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $252,380 | 4,810 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $262,758 | 4,856 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $224,597 | 4,261 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $242,667 | 4,425 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $210,711 | 4,268 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $195,072 | 4,366 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $152,441 | 3,445 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||