Position in KO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$31,695
-$73,254 QoQ
Shares Held
390
-71.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,530
of 3,618 holders
Holding Since
Mar 2021
16 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, 2026Activest Wealth Management holds $65,641 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (48.3% of the industry book) .
All Filings in KO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,695 | 390 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $104,949 | 1,380 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $74,244 | 1,062 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $50,535 | 762 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $63,958 | 904 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $101,915 | 1,423 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $41,402 | 665 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $52,170 | 726 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $40,799 | 641 | Shares | Sole | 2024-07-30 | |
| 2023-09-30 | $0 | 0 | Shares | Sole | 2023-10-10 | |
| 2022-06-30 | $15,412 | 245 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $11,780 | 190 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $18,355 | 310 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $9,969 | 190 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $10,280 | 190 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $10,014 | 190 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||