Position in KO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$489,001
+$38,025 QoQ
Shares Held
6,017
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,501
of 3,612 holders
Holding Since
Dec 2022
15 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, 2026Alliance Wealth Advisors, LLC /UT holds $2,010,383 across 4 Beverages - Non-Alcoholic names. KO ranks #3 (24.3% of the industry book) .
All Filings in KO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,001 | 6,017 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $450,976 | 5,930 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $437,916 | 6,264 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $463,311 | 6,986 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $785,254 | 11,099 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $741,839 | 10,358 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $774,203 | 12,435 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $883,087 | 12,289 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $729,238 | 11,457 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $712,808 | 11,651 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $660,192 | 11,203 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $666,497 | 11,906 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $713,607 | 11,850 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $703,296 | 11,338 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $675,729 | 10,623 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||