Accurate Wealth Management, LLC

Position in KO — Coca Cola Co

CIK 1877728 WESLEY CHAPEL, FL

Position in KO

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

Position Value

$2,147,559

+$371,716 QoQ

Shares Held

26,425

+13.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,372

of 3,621 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $6,383,325 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	28,546	$3,865,128
2	KO	Coca Cola Co This page	26,425	$2,147,559
3	MNST	Monster Beverage Corp	7,712	$370,638

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,147,559	26,425	+13.2%	Shares	Sole	2026-07-15
2026-03-31	$1,775,843	23,351	+1.5%	Shares	Sole	2026-04-23
2025-12-31	$1,608,838	23,013	-1.2%	Shares	Sole	2026-01-14
2025-09-30	$1,544,393	23,287	+22.7%	Shares	Sole	2025-10-20
2025-06-30	$1,342,905	18,981	+24.5%	Shares	Sole	2025-07-15
2025-03-31	$1,091,703	15,243	+10.2%	Shares	Sole	2025-04-15
2024-12-31	$860,993	13,829	+12.5%	Shares	Sole	2025-01-14
2024-09-30	$883,590	12,296	-5.1%	Shares	Sole	2024-10-17
2024-06-30	$824,840	12,959	+2.3%	Shares	Sole	2024-07-17
2024-03-31	$775,211	12,671	+3.5%	Shares	Sole	2024-04-23
2023-12-31	$721,538	12,244	-77.0%	Shares	Sole	2024-01-12
2023-09-30	$2,980,263	53,238	+356.2%	Shares	Sole	2023-10-23
2023-06-30	$702,707	11,669	+2.6%	Shares	Sole	2023-07-24
2023-03-31	$705,281	11,370	+6.5%	Shares	Sole	2023-04-13
2022-12-31	$679,291	10,679	-83.3%	Shares	Sole	2023-01-11
2022-09-30	$3,588,641	64,060	+621.0%	Shares	Sole	2022-11-14
2022-06-30	$558,955	8,885	-72.4%	Shares	Sole	2022-08-04
2022-03-31	$1,994,354	32,167	+156.0%	Shares	Sole	2022-05-10
2021-12-31	$744,032	12,566	+8.3%	Shares	Sole	2022-02-08
2021-09-30	$609,019	11,607	+9.2%	Shares	Sole	2021-10-22
2021-06-30	$575,189	10,630	—	Shares	Sole	2021-08-25
No filing history on record for this holder in this stock.