Williams Jones Wealth Management, LLC.

Position in KO — Coca Cola Co

CIK 1788587 New York, NY

Position in KO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$7,670,506

+$268,712 QoQ

Shares Held

94,383

-3.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#744

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Williams Jones Wealth Management, LLC. holds $44,646,158 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	267,519	$36,222,072
2	KO	Coca Cola Co This page	94,383	$7,670,506
3	MNST	Monster Beverage Corp	15,680	$753,580

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,670,506	94,383	-3.0%	Shares	Sole	2026-08-05
2026-03-31	$7,401,794	97,328	-5.7%	Shares	Sole	2026-05-05
2025-12-31	$7,212,544	103,169	-1.9%	Shares	Sole	2026-02-13
2025-09-30	$6,975,603	105,181	-3.2%	Shares	Sole	2025-11-14
2025-06-30	$7,688,261	108,668	+2.0%	Shares	Sole	2025-08-14
2025-03-31	$7,628,604	106,515	-1.2%	Shares	Sole	2025-05-15
2024-12-31	$6,710,320	107,779	-2.4%	Shares	Sole	2025-02-14
2024-09-30	$7,938,086	110,466	-4.5%	Shares	Sole	2024-11-14
2024-06-30	$7,361,568	115,657	-7.9%	Shares	Sole	2024-08-05
2024-03-31	$7,681,271	125,552	-4.9%	Shares	Sole	2024-05-07
2023-12-31	$7,782,236	132,059	-8.7%	Shares	Sole	2024-02-14
2023-09-30	$8,093,868	144,585	-1.6%	Shares	Sole	2023-11-14
2023-06-30	$8,846,679	146,906	-2.6%	Shares	Sole	2023-08-14
2023-03-31	$9,357,783	150,859	+0.0%	Shares	Sole	2023-05-15
2022-12-31	$9,595,950	150,856	-0.7%	Shares	Sole	2023-02-14
2022-09-30	$8,513,863	151,979	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$9,513,501	151,224	+15.2%	Shares	Sole	2022-08-15
2022-03-31	$8,137,190	131,245	+6.9%	Shares	Sole	2022-05-16
2021-12-31	$7,270,336	122,789	+1.5%	Shares	Sole	2022-02-14
2021-09-30	$6,348,870	121,000	-1.5%	Shares	Sole	2021-11-15
2021-06-30	$6,645,194	122,809	-13.4%	Shares	Sole	2021-08-16
2021-03-31	$7,477,862	141,868	-13.9%	Shares	Sole	2021-05-17
2020-12-31	$9,040,812	164,858	+0.1%	Shares	Sole	2021-02-16
2020-09-30	$8,128,573	164,646	-2.8%	Shares	Sole	2020-11-13
2020-06-30	$7,564,726	169,309	+0.9%	Shares	Sole	2020-08-14
2020-03-31	$7,424,486	167,785	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.