Position in KO
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$17,327,079
+$1,894,167 QoQ
Shares Held
227,838
+3.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $20,418,888 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (84.9% of the industry book) .
All Filings in KO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,327,079 | 227,838 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $15,432,912 | 220,754 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $13,924,016 | 209,952 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $14,707,156 | 207,875 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $14,070,250 | 196,457 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,516,917 | 184,981 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $12,610,639 | 175,489 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $11,861,113 | 186,349 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $11,218,882 | 183,375 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,682,535 | 181,275 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,504,116 | 169,777 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $9,944,971 | 165,144 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,320,737 | 166,383 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,760,318 | 153,440 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $8,493,808 | 151,621 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $9,422,596 | 149,779 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,509,312 | 153,376 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $16,844,534 | 284,488 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $14,737,458 | 280,874 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||