Opal Wealth Advisors, LLC

Position in KO — Coca Cola Co

CIK 1844201 JERICHO, NY

Position in KO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$944,438

+$98,382 QoQ

Shares Held

11,621

+4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#1,972

of 3,612 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Opal Wealth Advisors, LLC holds $1,260,732 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (74.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	KO	Coca Cola Co This page	11,621	$944,438
2	PEP	Pepsico Inc	2,336	$316,294

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$944,438	11,621	+4.5%	Shares	Sole	2026-07-20
2026-03-31	$846,056	11,125	+5.2%	Shares	Sole	2026-04-14
2025-12-31	$739,438	10,577	-9.2%	Shares	Sole	2026-01-26
2025-09-30	$772,760	11,652	+3.7%	Shares	Sole	2025-10-24
2025-06-30	$794,805	11,234	-32.7%	Shares	Sole	2025-07-14
2025-03-31	$1,195,982	16,699	+8.4%	Shares	Sole	2025-04-16
2024-12-31	$958,679	15,398	-0.0%	Shares	Sole	2025-01-29
2024-09-30	$1,107,003	15,405	+6.7%	Shares	Sole	2024-10-15
2024-06-30	$918,787	14,435	+8.4%	Shares	Sole	2024-07-12
2024-03-31	$814,489	13,313	+0.0%	Shares	Sole	2024-04-11
2023-12-31	$784,417	13,311	+0.3%	Shares	Sole	2024-01-22
2023-09-30	$742,910	13,271	+5.0%	Shares	Sole	2023-10-18
2023-06-30	$761,421	12,644	+10.1%	Shares	Sole	2023-07-27
2023-03-31	$712,662	11,489	+3.2%	Shares	Sole	2023-04-19
2022-12-31	$708,170	11,133	+0.1%	Shares	Sole	2023-02-03
2022-09-30	$622,774	11,117	—	Shares	Sole	2022-10-17
No filing history on record for this holder in this stock.