WEALTH ALLIANCE, LLC

Position in KO — Coca Cola Co

CIK 1793904 MELLVILLE, NY

Position in KO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$642,033

-$460,463 QoQ

Shares Held

7,900

-45.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,292

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

WEALTH ALLIANCE, LLC holds $4,462,086 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	21,964	$2,973,925
2	KO	Coca Cola Co This page	7,900	$642,033
3	MNST	Monster Beverage Corp	12,656	$608,247
4	KDP	Keurig Dr Pepper Inc.	7,268	$237,881

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$642,033	7,900	-45.5%	Shares	Defined	2026-08-11
2026-03-31	$1,102,496	14,497	+17.1%	Shares	Defined	2026-05-14
2025-12-31	$865,345	12,378	+0.9%	Shares	Defined	2026-02-13
2025-09-30	$813,680	12,269	-9.7%	Shares	Defined	2025-11-07
2025-06-30	$961,068	13,584	-23.0%	Shares	Defined	2025-08-08
2025-03-31	$1,262,732	17,631	+19.1%	Shares	Defined	2025-05-05
2024-12-31	$921,323	14,798	+0.8%	Shares	Defined	2025-02-03
2024-09-30	$1,054,545	14,675	+10.5%	Shares	Defined	2024-11-04
2024-06-30	$845,017	13,276	-2.4%	Shares	Defined	2024-08-09
2024-03-31	$832,598	13,609	+1.5%	Shares	Defined	2024-05-10
2023-12-31	$789,956	13,405	+13.5%	Shares	Defined	2024-01-30
2023-09-30	$661,403	11,815	+2.0%	Shares	Defined	2023-11-09
2023-06-30	$697,468	11,582	+5.1%	Shares	Defined	2023-08-02
2023-03-31	$683,384	11,017	-3.7%	Shares	Defined	2023-05-11
2022-12-31	$728,079	11,446	+35.4%	Shares	Defined	2023-02-13
2022-09-30	$473,424	8,451	-11.6%	Shares	Defined	2022-11-14
2022-06-30	$601,670	9,564	+15.7%	Shares	Defined	2022-10-11
2022-03-31	$512,678	8,269	-29.4%	Shares	Defined	2022-05-10
2021-12-31	$693,762	11,717	-14.6%	Shares	Defined	2022-02-14
2021-09-30	$719,782	13,718	-3.3%	Shares	Defined	2021-11-12
2021-06-30	$767,712	14,188	+45.6%	Shares	Defined	2021-08-16
2021-03-31	$513,764	9,747	-20.4%	Shares	Defined	2021-05-18
2020-12-31	$671,460	12,244	-19.8%	Shares	Defined	2021-02-11
2020-09-30	$753,435	15,261	-2.2%	Shares	Defined	2020-12-01
2020-06-30	$697,052	15,601	-18.1%	Shares	Defined	2020-08-14
2020-03-31	$842,697	19,044	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.