Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,690,199
+$352,098 QoQ
Shares Held
70,016
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#871
of 3,618 holders
Holding Since
Mar 2020
25 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, 2026Western Wealth Management, LLC holds $8,237,392 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (69.1% of the industry book) .
All Filings in KO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,690,199 | 70,016 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,338,101 | 70,192 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $3,408,252 | 48,752 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,850,831 | 42,986 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,965,486 | 41,915 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,022,364 | 42,200 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,741,743 | 44,037 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $4,748,868 | 66,085 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,795,635 | 43,922 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,732,421 | 44,662 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,033,345 | 68,443 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,151,700 | 74,164 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,467,541 | 74,187 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $4,470,812 | 72,075 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $4,554,984 | 71,608 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,916,901 | 123,472 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,827,262 | 124,420 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $7,689,426 | 124,023 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,471,778 | 58,635 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $3,885,206 | 71,802 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,666,809 | 50,594 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,556,640 | 46,620 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,523,103 | 51,106 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,383,454 | 53,345 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,503,001 | 56,565 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||