Position in KO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$345,234
-$3,379 QoQ
Shares Held
4,248
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,806
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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $633,594 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (54.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
4,248 | $345,234 | |
| 2 | MNST |
Monster Beverage Corp
|
6,000 | $288,360 |
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,234 | 4,248 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $348,613 | 4,584 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $677,987 | 9,698 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $622,147 | 9,381 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $589,276 | 8,329 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $279,676 | 3,905 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $340,250 | 5,465 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $473,413 | 6,588 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $830,059 | 13,041 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $857,315 | 14,013 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $975,409 | 16,552 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,503,678 | 26,861 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,455,999 | 24,178 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,494,985 | 24,101 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,417,421 | 22,283 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $773,804 | 13,813 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $808,833 | 12,857 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $759,190 | 12,245 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $677,658 | 11,445 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $420,704 | 8,018 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $398,033 | 7,356 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $387,734 | 7,356 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $537,267 | 9,797 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $468,817 | 9,496 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $424,281 | 9,496 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $413,870 | 9,353 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||