Position in KO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$247,792
+$15,916 QoQ
Shares Held
3,049
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,139
of 3,621 holders
Holding Since
Jun 2020
23 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, 2026Wealth Advisory Solutions, LLC holds $9,944,869 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
71,618 | $9,697,077 | |
| 2 | KO |
Coca Cola Co
This page
|
3,049 | $247,792 |
All Filings in KO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,792 | 3,049 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $231,876 | 3,049 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $215,113 | 3,077 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $204,928 | 3,090 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $222,438 | 3,144 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $226,247 | 3,159 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $279,485 | 4,489 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $1,727,206 | 27,136 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,673,823 | 27,359 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,506,074 | 25,557 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $584,823 | 10,447 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $648,147 | 10,763 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,970,449 | 96,251 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,472,215 | 133,190 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,610,709 | 135,857 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $8,582,874 | 136,431 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $7,044,998 | 113,629 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $1,602,591 | 30,543 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,525,685 | 28,196 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,000 | 28,512 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $293,558 | 5,353 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $269,412 | 5,457 | Shares | Sole | 2020-12-29 | |
| 2020-06-30 | $224,740 | 5,030 | Shares | Sole | 2020-12-23 | |
| No filing history on record for this holder in this stock. | ||||||