Bright Futures Wealth Management, LLC.
Position in KO — Coca Cola Co
CIK 1803980
WEBSTER, NY 14580, NY
Position in KO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$253,806
+$11,891 QoQ
Shares Held
3,123
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#3,130
of 3,631 holders
Holding Since
Mar 2024
7 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, 2026Bright Futures Wealth Management, LLC. holds $1,341,381 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KOF |
Coca Cola Femsa Sab De CV
|
10,236 | $1,087,575 | |
| 2 | KO |
Coca Cola Co
This page
|
3,123 | $253,806 |
All Filings in KO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,806 | 3,123 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $241,915 | 3,181 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $212,386 | 3,038 | Shares | Sole | 2026-02-05 | |
| 2025-03-31 | $201,037 | 2,807 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $251,797 | 3,504 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $228,503 | 3,590 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $219,452 | 3,587 | Shares | Sole | 2024-06-28 | |
| No filing history on record for this holder in this stock. | ||||||