Cornerstone Wealth Group, LLC

Position in KO — Coca Cola Co

CIK 1774879 HUNTERSVILLE, NC

Position in KO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,220,702

+$326,373 QoQ

Shares Held

27,325

+9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,347

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $10,123,592 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	52,844	$7,155,077
2	KO	Coca Cola Co This page	27,325	$2,220,702
3	MNST	Monster Beverage Corp	15,560	$747,813

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,220,702	27,325	+9.7%	Shares	Sole	2026-07-27
2026-03-31	$1,894,329	24,909	+3.0%	Shares	Sole	2026-04-22
2025-12-31	$1,691,122	24,190	-2.2%	Shares	Sole	2026-01-26
2025-09-30	$1,639,960	24,728	-4.9%	Shares	Sole	2025-10-30
2025-06-30	$1,839,712	26,003	+9.1%	Shares	Sole	2025-07-28
2025-03-31	$1,707,205	23,837	+2.0%	Shares	Sole	2025-04-23
2024-12-31	$1,455,389	23,376	+1.7%	Shares	Sole	2025-01-22
2024-09-30	$1,650,983	22,975	+0.6%	Shares	Sole	2024-10-25
2024-06-30	$1,453,638	22,838	+1.3%	Shares	Sole	2024-07-24
2024-03-31	$1,379,119	22,542	+124.5%	Shares	Sole	2024-04-17
2023-12-31	$591,716	10,041	-79.7%	Shares	Sole	2024-02-13
2023-09-30	$2,774,480	49,562	-0.2%	Shares	Sole	2023-10-18
2023-06-30	$2,991,368	49,674	+6.2%	Shares	Sole	2023-08-02
2023-03-31	$2,901,577	46,777	+0.6%	Shares	Sole	2023-04-25
2022-12-31	$2,957,801	46,499	+0.2%	Shares	Sole	2023-01-25
2022-09-30	$2,600,896	46,428	-5.7%	Shares	Sole	2022-10-19
2022-06-30	$3,098,569	49,254	+428.2%	Shares	Sole	2022-07-20
2022-03-31	$578,150	9,325	-5.7%	Shares	Sole	2022-04-25
2021-12-31	$585,646	9,891	+8.9%	Shares	Sole	2022-01-25
2021-09-30	$476,637	9,084	+11.4%	Shares	Sole	2021-10-29
2021-06-30	$441,267	8,155	+2.0%	Shares	Sole	2021-07-21
2021-03-31	$421,574	7,998	+3.9%	Shares	Sole	2021-04-26
2020-12-31	$422,158	7,698	+3.5%	Shares	Sole	2021-01-28
2020-09-30	$367,214	7,438	-88.0%	Shares	Sole	2020-10-27
2020-06-30	$2,759,481	61,761	-37.9%	Shares	Sole	2020-07-27
2020-03-31	$4,399,025	99,413	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.