Position in KO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,930,298
+$358,686 QoQ
Shares Held
48,361
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,035
of 3,621 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Aprio Wealth Management, LLC holds $7,013,900 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
48,361 | $3,930,298 | |
| 2 | PEP |
Pepsico Inc
|
13,874 | $1,878,539 | |
| 3 | MNST |
Monster Beverage Corp
|
9,294 | $446,669 | |
| 4 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
2,797 | $279,895 | |
| 5 | KOF |
Coca Cola Femsa Sab De CV
|
2,261 | $240,231 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
1,248 | $238,268 |
All Filings in KO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,930,298 | 48,361 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,571,612 | 46,964 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,726,699 | 39,003 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,278,622 | 34,358 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,435,285 | 34,421 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,516,511 | 35,137 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,984,163 | 31,869 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,348,600 | 32,683 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,193,315 | 34,459 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,808,052 | 29,553 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,645,443 | 27,922 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,504,126 | 26,869 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,552,772 | 25,785 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,636,599 | 26,384 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,688,018 | 26,537 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,490,412 | 26,605 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,648,745 | 26,208 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,848,094 | 45,937 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,651,127 | 44,775 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,366,449 | 45,101 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,635,157 | 48,700 | Shares | Sole | 2021-07-23 | |
| 2020-12-31 | $3,018,832 | 55,048 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $2,979,528 | 60,351 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $2,793,929 | 62,532 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||