Kingsview Wealth Management, LLC

Position in KO — Coca Cola Co

CIK 1791965 GRANTS PASS, OR

Back to KO Full portfolio

Position in KO

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$12,797,993

+$1,891,207 QoQ

Shares Held

157,475

+9.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#567

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)

Derivatives in KO

reported options exposure · as of Mar 31, 2026

CallValue

$7,605

CallShares

100

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $22,950,634 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (55.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	157,475	$12,797,993
2	PEP	Pepsico Inc	58,557	$7,928,617
3	MNST	Monster Beverage Corp	46,276	$2,224,024

All Filings in KO

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32 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,797,993	157,475	+9.8%	Shares	Sole	2026-08-19
2026-03-31	$7,605	100	-83.3%	Call	Sole	2026-05-12
2026-03-31	$10,906,786	143,416	+1.8%	Shares	Sole	2026-05-12
2025-12-31	$9,851,088	140,911	+4.3%	Shares	Sole	2026-02-09
2025-09-30	$8,963,943	135,162	+12.0%	Shares	Sole	2025-11-12
2025-06-30	$8,536,482	120,657	+65.0%	Shares	Sole	2025-08-08
2025-03-31	$5,237,498	73,129	-2.1%	Shares	Sole	2025-05-02
2024-12-31	$4,649,327	74,676	+2.0%	Shares	Sole	2025-01-28
2024-09-30	$5,259,074	73,185	+6.1%	Shares	Sole	2024-11-12
2024-06-30	$4,391,022	68,987	-2.3%	Shares	Sole	2024-08-14
2024-03-31	$4,320,103	70,613	-49.3%	Shares	Sole	2024-05-09
2023-12-31	$8,212,955	139,368	+17.8%	Shares	Defined	2024-02-08
2023-09-30	$6,624,560	118,338	+5.2%	Shares	Defined	2023-11-07
2023-06-30	$6,771,919	112,453	+93.4%	Shares	Defined	2023-08-10
2023-03-31	$3,607,664	58,160	-42.4%	Shares	Sole	2023-05-15
2022-12-31	$6,420,602	100,937	-47.5%	Shares	Defined	2023-02-13
2022-09-30	$10,761,665	192,104	+239.0%	Shares	Defined	2022-11-15
2022-06-30	$3,565,235	56,672	+6.7%	Shares	Sole	2022-08-16
2022-03-31	$3,292,448	53,104	+2.8%	Shares	Sole	2024-02-08
2021-12-31	$3,058,078	51,648	+1.0%	Shares	Sole	2022-02-17
2021-09-30	$2,682,791	51,130	+3.1%	Shares	Sole	2021-12-03
2021-09-30	$31,482	600	+500.0%	Call	Sole	2021-12-03
2021-06-30	$2,684,072	49,604	+2.1%	Shares	Sole	2021-08-17
2021-03-31	$2,560,177	48,571	+0.6%	Shares	Sole	2021-05-24
2020-12-31	$5,484	100	-96.0%	Call	Sole	2021-02-16
2020-12-31	$2,647,510	48,277	+4.2%	Shares	Sole	2021-02-16
2020-09-30	$49,370	1,000	—	Put	Sole	2020-11-19
2020-09-30	$2,287,114	46,326	-0.4%	Shares	Sole	2020-11-19
2020-06-30	$2,077,485	46,497	+4.0%	Shares	Sole	2020-08-14
2020-06-30	$1,000	2,500	+108.3%	Call	Sole	2020-08-14
2020-03-31	$1,978,152	44,704	—	Shares	Sole	2020-05-11
2020-03-31	$53,100	1,200	—	Call	Sole	2020-05-11
No filing history on record for this holder in this stock.