Spire Wealth Management

Position in KO — Coca Cola Co

CIK 1858740 MCLEAN, VA

Position in KO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,503,576

-$82,903 QoQ

Shares Held

18,501

-11.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,606

of 3,618 holders

Holding Since

Mar 2021

22 quarters on record

Consumer Defensive · as of Jun 30, 2026

Spire Wealth Management holds $2,464,366 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (61.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	18,501	$1,503,576
2	PEP	Pepsico Inc	6,000	$812,400
3	CELH	Celsius Holdings, Inc.	2,689	$78,733
4	MNST	Monster Beverage Corp	750	$36,045
5	COKE	Coca-Cola Consolidated, Inc.	120	$22,910
6	KDP	Keurig Dr Pepper Inc.	327	$10,702

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,503,576	18,501	-11.3%	Shares	Sole	2026-07-15
2026-03-31	$1,586,479	20,861	-6.8%	Shares	Sole	2026-04-22
2025-12-31	$1,565,214	22,389	-3.0%	Shares	Sole	2026-01-14
2025-09-30	$1,531,395	23,091	-10.8%	Shares	Sole	2025-10-23
2025-06-30	$1,832,354	25,899	-34.3%	Shares	Sole	2025-08-04
2025-03-31	$2,821,255	39,392	+3.5%	Shares	Sole	2025-04-23
2024-12-31	$2,369,179	38,053	-6.8%	Shares	Sole	2025-01-24
2024-09-30	$2,934,043	40,830	+10.4%	Shares	Sole	2024-10-15
2024-06-30	$2,354,668	36,994	-72.8%	Shares	Sole	2024-07-31
2024-03-31	$8,309,467	135,820	-1.2%	Shares	Sole	2024-04-24
2023-12-31	$8,104,230	137,523	+9.0%	Shares	Sole	2024-02-06
2023-09-30	$7,060,253	126,121	+98.8%	Shares	Sole	2023-11-08
2023-06-30	$3,820,477	63,442	-0.5%	Shares	Sole	2023-08-09
2023-03-31	$3,955,839	63,773	+81.7%	Shares	Sole	2023-05-09
2022-12-31	$2,233,029	35,105	-69.9%	Shares	Sole	2023-02-03
2022-09-30	$6,538,205	116,712	-33.7%	Shares	Sole	2022-11-07
2022-06-30	$11,070,650	175,976	+138.1%	Shares	Sole	2022-07-22
2022-03-31	$4,582,048	73,904	-10.4%	Shares	Sole	2022-04-18
2021-12-31	$4,885,772	82,516	+7.7%	Shares	Sole	2022-01-14
2021-09-30	$4,021,143	76,637	-0.9%	Shares	Sole	2021-10-22
2021-06-30	$4,186,003	77,361	-13.3%	Shares	Sole	2021-07-26
2021-03-31	$4,701,573	89,197	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.