Position in KO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$947,689
+$38,512 QoQ
Shares Held
11,661
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,973
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $1,398,130 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (67.8% of the industry book) .
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $947,689 | 11,661 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $909,177 | 11,955 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $836,612 | 11,967 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $806,782 | 12,165 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $870,720 | 12,307 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $887,586 | 12,393 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $651,426 | 10,463 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $657,519 | 9,150 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $637,645 | 10,018 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $358,392 | 5,858 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $364,364 | 6,183 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $293,503 | 5,243 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $331,992 | 5,513 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $344,452 | 5,553 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $340,567 | 5,354 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $300,043 | 5,356 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $505,104 | 8,029 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $455,948 | 7,354 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $436,022 | 7,364 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $386,389 | 7,364 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $450,249 | 8,321 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $438,599 | 8,321 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $456,323 | 8,321 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $434,258 | 8,796 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $380,673 | 8,520 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $359,310 | 8,120 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||