CreativeOne Wealth, LLC

Position in KO — Coca Cola Co

CIK 1739728 OVERLAND PARK, KS

Position in KO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,261,228

-$48,752 QoQ

Shares Held

52,433

-7.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#994

of 3,621 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $9,178,454 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	31,883	$4,316,957
2	KO	Coca Cola Co This page	52,433	$4,261,228
3	MNST	Monster Beverage Corp	12,490	$600,269

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,261,228	52,433	-7.5%	Shares	Other	2026-08-13
2026-03-31	$4,309,980	56,673	+0.7%	Shares	Other	2026-05-15
2025-12-31	$3,933,975	56,272	+5.2%	Shares	Other	2026-02-13
2025-09-30	$3,547,788	53,495	+0.4%	Shares	Other	2025-11-13
2025-06-30	$3,770,337	53,291	-1.0%	Shares	Other	2025-08-12
2025-03-31	$3,853,872	53,810	+7.2%	Shares	Other	2025-05-14
2024-12-31	$3,125,077	50,194	+13.2%	Shares	Other	2025-02-13
2024-09-30	$3,185,481	44,329	-1.2%	Shares	Other	2024-11-13
2024-06-30	$2,854,005	44,881	-42.4%	Shares	Sole	2024-08-14
2024-03-31	$4,762,620	77,883	+53.7%	Shares	Other	2024-05-14
2023-12-31	$2,985,746	50,666	+7.4%	Shares	Sole	2024-02-09
2023-09-30	$2,640,520	47,169	+17.6%	Shares	Sole	2023-10-17
2023-06-30	$2,416,327	40,125	-42.8%	Shares	Sole	2023-08-14
2023-03-31	$4,351,714	70,155	+16.6%	Shares	Sole	2023-05-15
2022-12-31	$3,825,950	60,147	+5.8%	Shares	Sole	2023-02-15
2022-09-30	$3,185,017	56,855	+19.1%	Shares	Sole	2022-11-15
2022-06-30	$3,004,392	47,757	+98.8%	Shares	Sole	2022-08-12
2022-03-31	$1,489,488	24,024	-2.3%	Shares	Sole	2022-05-13
2021-12-31	$1,455,441	24,581	-4.5%	Shares	Sole	2022-02-15
2021-09-30	$1,350,315	25,735	+10.4%	Shares	Sole	2021-11-16
2021-06-30	$1,261,682	23,317	+30.8%	Shares	Sole	2021-08-13
2021-03-31	$939,291	17,820	+28.5%	Shares	Sole	2021-05-17
2020-12-31	$760,466	13,867	—	Shares	Other	2021-02-12
No filing history on record for this holder in this stock.