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Private Wealth Asset Management, LLC

Position in KO — Coca Cola Co

CIK 1883006 OMAHA, NE

Position in KO

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,699,680
+$103,695 QoQ
Shares Held
20,914
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,518
of 3,612 holders
Holding Since
Mar 2025
6 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, 2026

Private Wealth Asset Management, LLC holds $3,550,551 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (47.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KO
Coca Cola Co
This page
20,914 $1,699,680

All Filings in KO

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,699,680 20,914
2026-03-31 $1,595,985 20,986
2025-12-31 $1,442,173 20,629
2025-09-30 $1,377,930 20,777
2025-06-30 $1,469,689 20,773
2025-03-31 $1,606,436 22,430