Accretive Wealth Partners, LLC

Position in KO — Coca Cola Co

CIK 1844444 PARSIPPANY, NJ

Position in KO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,467,601

+$245,192 QoQ

Shares Held

30,363

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#1,290

of 3,621 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Accretive Wealth Partners, LLC holds $4,656,554 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (53.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	30,363	$2,467,601
2	MNST	Monster Beverage Corp	39,382	$1,892,698
3	PEP	Pepsico Inc	2,188	$296,255

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,467,601	30,363	+3.9%	Shares	Sole	2026-07-29
2026-03-31	$2,222,409	29,223	+1.4%	Shares	Sole	2026-04-22
2025-12-31	$2,014,666	28,818	-2.7%	Shares	Sole	2026-01-28
2025-09-30	$1,963,934	29,613	+3.3%	Shares	Sole	2025-11-07
2025-06-30	$2,028,968	28,678	+1.3%	Shares	Sole	2025-07-29
2025-03-31	$2,027,132	28,304	+18.5%	Shares	Sole	2025-05-07
2024-12-31	$1,487,142	23,886	+0.6%	Shares	Sole	2025-01-30
2024-09-30	$1,705,884	23,739	-10.1%	Shares	Sole	2024-11-12
2024-06-30	$1,680,105	26,396	+1.5%	Shares	Sole	2024-08-05
2024-03-31	$1,591,169	26,008	+0.6%	Shares	Sole	2024-05-06
2023-12-31	$1,522,927	25,843	+1.4%	Shares	Sole	2024-02-13
2023-09-30	$1,427,042	25,492	-1.7%	Shares	Sole	2023-11-06
2023-06-30	$1,561,564	25,931	+1.8%	Shares	Sole	2023-08-07
2023-03-31	$1,580,834	25,485	-0.0%	Shares	Sole	2023-05-04
2022-12-31	$1,621,736	25,495	+0.1%	Shares	Sole	2023-02-13
2022-09-30	$1,427,445	25,481	-0.5%	Shares	Sole	2022-11-14
2022-06-30	$1,611,439	25,615	+0.2%	Shares	Sole	2022-08-12
2022-03-31	$1,585,588	25,574	+9.3%	Shares	Sole	2022-05-12
2021-12-31	$1,385,691	23,403	+4.2%	Shares	Sole	2022-02-14
2021-09-30	$1,178,056	22,452	+7.6%	Shares	Sole	2021-11-12
2021-06-30	$1,128,734	20,860	+19.6%	Shares	Sole	2021-08-13
2021-03-31	$919,315	17,441	+12.1%	Shares	Sole	2021-05-17
2020-12-31	$852,926	15,553	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.