Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,249,310
+$1,312,658 QoQ
Shares Held
64,591
+24.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#905
of 3,621 holders
Holding Since
Jun 2022
14 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, 2026WCG Wealth Advisors LLC holds $9,889,889 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (53.1% of the industry book) .
All Filings in KO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,249,310 | 64,591 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,936,652 | 51,764 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,370,710 | 48,215 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,411,223 | 21,279 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,516,809 | 21,439 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,526,293 | 21,311 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,294,572 | 20,793 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $1,485,274 | 20,669 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,259,633 | 19,790 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,241,464 | 20,292 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,135,816 | 19,274 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,467,571 | 26,216 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $333,038 | 5,945 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $116,297 | 2,076 | Principal | Sole | 2022-11-14 | |
| 2022-06-30 | $509,948 | 8,106 | Shares | Sole | 2022-08-23 | |
| No filing history on record for this holder in this stock. | ||||||