Position in KO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,750,204
+$116,155 QoQ
Shares Held
46,145
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,060
of 3,621 holders
Holding Since
Dec 2020
23 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, 2026Aaron Wealth Advisors LLC holds $9,307,926 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
46,145 | $3,750,204 | |
| 2 | MNST |
Monster Beverage Corp
|
64,474 | $3,098,620 | |
| 3 | PEP |
Pepsico Inc
|
10,111 | $1,369,029 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
15,118 | $494,812 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
3,164 | $316,621 | |
| 6 | PRMB |
Primo Brands Corp
|
11,401 | $278,640 |
All Filings in KO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,750,204 | 46,145 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,634,049 | 47,785 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,431,742 | 49,088 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,425,521 | 36,573 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $2,484,952 | 35,123 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,445,751 | 34,149 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,986,031 | 31,899 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,270,488 | 31,596 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,016,559 | 31,682 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,976,664 | 32,309 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,454,863 | 24,688 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,266,211 | 22,619 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,973,001 | 49,369 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,062,669 | 49,374 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,023,383 | 47,530 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,328,751 | 41,570 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,557,148 | 24,752 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $36,460,340 | 588,070 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $552,606 | 9,333 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $518,403 | 9,880 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $538,827 | 9,958 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $536,429 | 10,177 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $571,761 | 10,426 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||