SteelPeak Wealth, LLC

Position in KO — Coca Cola Co

CIK 1801868 WOODLAND HILLS, CA

Back to KO Full portfolio

Position in KO

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$11,656,149

-$2,256,742 QoQ

Shares Held

143,425

-21.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#597

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Common Shares in KO Over Time

Shares Held

Position Value (USD)

Derivatives in KO

reported options exposure · as of Mar 31, 2024

CallValue

$183,540

CallShares

3,000

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

SteelPeak Wealth, LLC holds $20,414,694 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (57.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	143,425	$11,656,149
2	PEP	Pepsico Inc	42,736	$5,786,454
3	MNST	Monster Beverage Corp	57,110	$2,744,706
4	COKE	Coca-Cola Consolidated, Inc.	1,191	$227,385

All Filings in KO

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29 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,656,149	143,425	-21.6%	Shares	Sole	2026-07-13
2026-03-31	$13,912,891	182,944	+103.7%	Shares	Sole	2026-05-05
2025-12-31	$6,278,756	89,812	-48.4%	Shares	Sole	2026-01-20
2025-09-30	$11,540,011	174,005	+12.3%	Shares	Sole	2025-10-21
2025-06-30	$10,958,821	154,895	+60.3%	Shares	Sole	2025-07-23
2025-03-31	$6,921,500	96,642	+13.8%	Shares	Sole	2025-05-01
2024-12-31	$5,287,866	84,932	-44.3%	Shares	Sole	2025-01-23
2024-09-30	$10,966,698	152,612	+13.9%	Shares	Sole	2024-10-25
2024-06-30	$8,531,264	134,034	-13.4%	Shares	Sole	2024-07-17
2024-03-31	$9,474,395	154,861	+21.3%	Shares	Sole	2024-04-18
2024-03-31	$183,540	3,000	0.0%	Call	Sole	2024-04-18
2023-12-31	$176,790	3,000	—	Call	Sole	2024-01-24
2023-12-31	$7,525,419	127,701	+69.7%	Shares	Sole	2024-01-24
2023-09-30	$4,213,166	75,262	-61.2%	Shares	Sole	2023-11-03
2023-06-30	$11,683,763	194,018	-15.3%	Shares	Sole	2023-08-03
2023-03-31	$14,206,482	229,026	+307.6%	Shares	Sole	2023-05-08
2022-12-31	$3,573,927	56,185	-74.5%	Shares	Sole	2023-01-25
2022-09-30	$12,323,447	219,983	+15.2%	Shares	Sole	2022-10-26
2022-06-30	$12,009,141	190,894	-0.6%	Shares	Sole	2022-08-02
2022-03-31	$11,902,202	191,971	+14.7%	Shares	Sole	2022-05-10
2021-12-31	$9,910,392	167,377	+6.8%	Shares	Sole	2022-01-31
2021-09-30	$8,226,194	156,779	+1.8%	Shares	Sole	2021-11-15
2021-06-30	$8,335,916	154,055	+7.0%	Shares	Sole	2021-08-13
2021-03-31	$7,587,657	143,951	+34.9%	Shares	Sole	2021-05-18
2020-12-31	$5,853,018	106,729	-3.1%	Shares	Sole	2021-02-04
2020-09-30	$5,435,192	110,091	-0.9%	Shares	Sole	2020-10-26
2020-09-30	$123,425	2,500	—	Put	Sole	2020-10-26
2020-06-30	$4,962,339	111,064	+13.7%	Shares	Sole	2020-07-21
2020-03-31	$4,320,968	97,649	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.