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, 2026Private Wealth Asset Management, LLC holds $3,550,551 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (47.9% of the industry book) .
All Filings in KO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,699,680 | 20,914 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,595,985 | 20,986 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,442,173 | 20,629 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,377,930 | 20,777 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,469,689 | 20,773 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,606,436 | 22,430 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||