Quaker Wealth Management, LLC

Position in KO — Coca Cola Co

CIK 1733472 MOORESTOWN, NJ

Back to KO Full portfolio

Position in KO

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

Position Value

$150,268

+$4,861 QoQ

Shares Held

1,849

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#3,362

of 3,612 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in KO Over Time

Shares Held

Position Value (USD)

Derivatives in KO

reported options exposure · as of Mar 31, 2025

CallValue

CallShares

PutValue

$126,194

PutShares

1,762

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

Quaker Wealth Management, LLC holds $261,600 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (57.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	1,849	$150,268
2	PEP	Pepsico Inc	796	$107,778
3	MNST	Monster Beverage Corp	50	$2,403
4	KDP	Keurig Dr Pepper Inc.	27	$883
5	PRMB	Primo Brands Corp	11	$268

All Filings in KO

Export CSV

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$150,268	1,849	-3.3%	Shares	Sole	2026-07-24
2026-03-31	$145,407	1,912	+0.3%	Shares	Sole	2026-04-10
2025-12-31	$133,248	1,906	+1.7%	Shares	Sole	2026-01-28
2025-09-30	$124,350	1,875	+1.8%	Shares	Sole	2025-11-05
2025-06-30	$130,321	1,842	—	Shares	Sole	2025-08-04
2025-03-31	$126,194	1,762	—	Put	Sole	2025-05-29
No filing history on record for this holder in this stock.