Position in KO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$807,742
+$51,882 QoQ
Shares Held
9,939
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,110
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, 2026Elk River Wealth Management LLC holds $7,798,321 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (10.4% of the industry book) .
All Filings in KO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $807,742 | 9,939 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $755,860 | 9,939 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $692,109 | 9,900 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $656,568 | 9,900 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $700,425 | 9,900 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $709,038 | 9,900 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $621,354 | 9,980 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $717,162 | 9,980 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $635,227 | 9,980 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $610,576 | 9,980 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $638,683 | 10,838 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $597,194 | 10,668 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $642,426 | 10,668 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $661,736 | 10,668 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $678,591 | 10,668 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $597,621 | 10,668 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $671,123 | 10,668 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $661,416 | 10,668 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $708,625 | 11,968 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $622,713 | 11,868 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $642,177 | 11,868 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $626,616 | 11,888 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $651,937 | 11,888 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||