Position in KO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,338
+$19,224 QoQ
Shares Held
361
+171.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,534
of 3,621 holders
Holding Since
Jun 2025
5 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, 2026RMG Wealth Management LLC holds $78,389 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (37.4% of the industry book) .
All Filings in KO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,338 | 361 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,114 | 133 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,243 | 75 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,974 | 75 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,306 | 75 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||