Position in KO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$274,123
+$17,987 QoQ
Shares Held
3,373
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,040
of 3,621 holders
Holding Since
Dec 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, 2026TriaGen Wealth Management LLC holds $1,389,691 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CELH |
Celsius Holdings, Inc.
|
38,100 | $1,115,568 | |
| 2 | KO |
Coca Cola Co
This page
|
3,373 | $274,123 |
All Filings in KO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,123 | 3,373 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $256,136 | 3,368 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $235,456 | 3,368 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $223,763 | 3,374 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $271,255 | 3,834 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $256,399 | 3,580 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $241,319 | 3,876 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $277,882 | 3,867 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $273,376 | 4,295 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $262,462 | 4,290 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $347,097 | 5,890 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $329,162 | 5,880 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $353,792 | 5,875 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $372,428 | 6,004 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $378,034 | 5,943 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $327,436 | 5,845 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $367,457 | 5,841 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $361,894 | 5,837 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $345,608 | 5,837 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $306,214 | 5,836 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $325,471 | 6,015 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $329,332 | 6,248 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $367,482 | 6,701 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||