Capital Advisors Wealth Management, LLC

Position in KO — Coca Cola Co

CIK 1824700 YAKIMA, WA

Position in KO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$592,458

+$20,715 QoQ

Shares Held

7,290

-3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#2,356

of 3,632 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Capital Advisors Wealth Management, LLC holds $2,488,635 across 3 Beverages - Non-Alcoholic names. KO ranks #3 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KOF	Coca Cola Femsa Sab De CV	9,781	$1,039,231
2	PEP	Pepsico Inc	6,329	$856,946
3	KO	Coca Cola Co This page	7,290	$592,458

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$592,458	7,290	-3.0%	Shares	Sole	2026-07-23
2026-03-31	$571,743	7,518	+1.1%	Shares	Sole	2026-04-08
2025-12-31	$519,850	7,436	-3.1%	Shares	Sole	2026-01-21
2025-09-30	$508,873	7,673	+6.4%	Shares	Sole	2025-10-16
2025-06-30	$510,107	7,210	+4.7%	Shares	Sole	2025-08-13
2025-03-31	$493,390	6,889	-4.7%	Shares	Sole	2025-04-25
2024-12-31	$450,202	7,231	-0.6%	Shares	Sole	2025-01-15
2024-09-30	$522,997	7,278	-1.7%	Shares	Sole	2024-10-15
2024-06-30	$471,200	7,403	-16.5%	Shares	Sole	2024-07-16
2024-03-31	$542,666	8,870	-6.5%	Shares	Sole	2024-04-12
2023-12-31	$558,951	9,485	-20.7%	Shares	Sole	2024-01-09
2023-09-30	$669,632	11,962	+1.4%	Shares	Sole	2023-10-11
2023-06-30	$710,174	11,793	+3.7%	Shares	Sole	2023-07-12
2023-03-31	$705,591	11,375	-0.4%	Shares	Sole	2023-04-14
2022-12-31	$726,426	11,420	+10.2%	Shares	Sole	2023-02-10
2022-09-30	$580,647	10,365	+29.1%	Shares	Sole	2022-11-14
2022-06-30	$505,230	8,031	+12.6%	Shares	Sole	2022-08-04
2022-03-31	$442,122	7,131	+50.2%	Shares	Sole	2022-05-09
2021-12-31	$281,129	4,748	+13.4%	Shares	Sole	2022-02-04
2021-09-30	$219,744	4,188	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.