Position in KO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$69,242
+$13,270 QoQ
Shares Held
852
+15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,462
of 3,620 holders
Holding Since
Dec 2024
7 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, 2026High Note Wealth, LLC holds $172,293 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (40.2% of the industry book) .
All Filings in KO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,242 | 852 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $55,972 | 736 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $57,396 | 821 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $61,743 | 931 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $65,373 | 924 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $66,176 | 924 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $57,528 | 924 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||