Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$622,121
-$247,967 QoQ
Shares Held
7,655
-33.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,320
of 3,621 holders
Holding Since
Sep 2024
7 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, 2026EARNED WEALTH ADVISORS, LLC holds $1,333,111 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (46.7% of the industry book) .
All Filings in KO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,121 | 7,655 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $870,088 | 11,441 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $738,948 | 10,570 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $515,903 | 7,779 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $374,196 | 5,289 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $507,284 | 7,083 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $128,988 | 1,795 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||