Position in KO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$514,601
+$58,454 QoQ
Shares Held
6,332
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,470
of 3,621 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Falcon Wealth Planning holds $1,116,183 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
4,443 | $601,582 | |
| 2 | KO |
Coca Cola Co
This page
|
6,332 | $514,601 |
All Filings in KO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,601 | 6,332 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $456,147 | 5,998 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $384,994 | 5,507 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $279,870 | 4,220 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $319,577 | 4,517 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $293,069 | 4,092 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||