Position in KO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$415,370
-$395 QoQ
Shares Held
5,111
-6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,102
of 1,581 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $1,445,135 across 5 Beverages - Non-Alcoholic names. KO ranks #2 (28.7% 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 | $415,370 | 5,111 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $415,765 | 5,467 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $395,410 | 5,656 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $396,659 | 5,981 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $558,076 | 7,888 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $545,672 | 7,619 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $491,667 | 7,897 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $534,135 | 7,433 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $472,664 | 7,426 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $453,833 | 7,418 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $449,223 | 7,623 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $488,145 | 8,720 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $510,364 | 8,475 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $524,835 | 8,461 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $538,204 | 8,461 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $473,929 | 8,460 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $521,964 | 8,297 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $513,608 | 8,284 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $490,318 | 8,281 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $433,402 | 8,260 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $446,136 | 8,245 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $433,645 | 8,227 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $454,568 | 8,289 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||