Position in KO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,764,047
+$348,889 QoQ
Shares Held
58,620
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#944
of 3,621 holders
Holding Since
Mar 2020
25 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, 2026EPG Wealth Management LLC holds $8,421,921 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (56.6% of the industry book) .
All Filings in KO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,764,047 | 58,620 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,415,158 | 58,056 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,045,831 | 57,872 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,885,357 | 58,585 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,778,120 | 53,401 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,944,584 | 41,114 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,255,347 | 20,163 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,474,136 | 20,514 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,590,795 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,497,992 | 24,485 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,399,351 | 23,746 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,420,548 | 25,376 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,471,295 | 24,432 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,416,951 | 22,843 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,259,605 | 19,802 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,122,976 | 20,046 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,243,856 | 19,772 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $1,254,008 | 21,179 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,069,496 | 20,383 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $961,913 | 17,777 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $933,810 | 17,716 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $924,328 | 16,855 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $864,320 | 17,507 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $675,427 | 15,117 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $741,541 | 16,758 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||