Prestige Wealth Management Group LLC

Position in KO — Coca Cola Co

CIK 1772715 FLEMINGTON, NJ

Position in KO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,259,278

+$417,709 QoQ

Shares Held

15,495

+40.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,732

of 3,620 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Prestige Wealth Management Group LLC holds $2,017,294 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (62.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	15,495	$1,259,278
2	PEP	Pepsico Inc	5,500	$744,699
3	KDP	Keurig Dr Pepper Inc.	197	$6,447
4	MNST	Monster Beverage Corp	118	$5,670
5	CELH	Celsius Holdings, Inc.	41	$1,200

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,259,278	15,495	+40.0%	Shares	Other	2026-08-14
2026-03-31	$841,569	11,066	+0.1%	Shares	Other	2026-05-13
2025-12-31	$772,575	11,051	+0.4%	Shares	Other	2026-02-11
2025-06-30	$778,603	11,005	-6.0%	Shares	Other	2025-08-14
2025-03-31	$838,885	11,713	+1.7%	Shares	Other	2025-05-12
2024-12-31	$717,047	11,517	+6.5%	Shares	Other	2025-02-12
2024-09-30	$777,022	10,813	+3.8%	Shares	Other	2024-11-15
2024-06-30	$663,168	10,419	+8.4%	Shares	Other	2024-08-06
2024-03-31	$587,878	9,609	-8.0%	Shares	Sole	2024-04-26
2023-12-31	$615,640	10,447	-47.2%	Shares	Sole	2024-04-26
2023-09-30	$1,107,284	19,780	+2.8%	Shares	Sole	2024-04-26
2023-06-30	$1,158,873	19,244	-51.4%	Shares	Sole	2024-04-26
2023-03-31	$2,457,318	39,615	+101.9%	Shares	Other	2024-04-26
2022-12-31	$1,248,027	19,620	-45.7%	Shares	Sole	2023-02-08
2022-09-30	$2,023,610	36,123	+9.3%	Shares	Sole	2022-11-01
2022-06-30	$2,078,420	33,038	+5.1%	Shares	Sole	2022-08-10
2022-03-31	$1,949,838	31,449	+180.5%	Shares	Other	2022-05-05
2021-12-31	$663,861	11,212	+62.5%	Shares	Other	2022-02-15
2021-09-30	$361,937	6,898	+32.1%	Shares	Other	2021-11-12
2021-06-30	$282,561	5,222	+64.4%	Shares	Other	2021-08-12
2021-03-31	$167,458	3,177	+0.0%	Shares	Other	2021-05-13
2020-12-31	$174,171	3,176	-17.2%	Shares	Other	2021-02-17
2020-09-30	$189,432	3,837	+11.6%	Shares	Sole	2020-10-26
2020-06-30	$153,654	3,439	+4.4%	Shares	Sole	2020-08-13
2020-03-31	$145,759	3,294	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.