Position in KO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$16,490,576
+$558,102 QoQ
Shares Held
202,911
-3.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#494
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Arkadios Wealth Advisors holds $33,645,044 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (49.0% of the industry book) .
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,490,576 | 202,911 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,932,474 | 209,500 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $14,107,627 | 201,797 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,513,217 | 173,601 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $11,065,158 | 156,398 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,818,701 | 151,057 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,933,315 | 95,299 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,037,177 | 97,929 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,741,426 | 105,914 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $9,481,921 | 154,984 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,572,016 | 145,461 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $7,485,813 | 133,723 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,780,203 | 79,379 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,801,122 | 77,400 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,737,418 | 74,476 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $3,520,128 | 62,837 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,398,649 | 54,024 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $3,071,418 | 49,539 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,480,484 | 41,893 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,951,201 | 37,187 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,447,449 | 45,231 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,718,504 | 32,603 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,354,164 | 24,693 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $650,795 | 13,182 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $577,667 | 12,929 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $522,459 | 11,807 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||