Performance Wealth Partners, LLC

Position in KO — Coca Cola Co

CIK 1908765 HINSDALE, IL

Position in KO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,425,611

+$1,285,184 QoQ

Shares Held

42,151

+49.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,109

of 3,621 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $4,253,488 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (80.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	42,151	$3,425,611
2	PEP	Pepsico Inc	2,800	$379,120
3	COKE	Coca-Cola Consolidated, Inc.	1,258	$240,177
4	MNST	Monster Beverage Corp	4,340	$208,580

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,425,611	42,151	+49.8%	Shares	Sole	2026-08-07
2026-03-31	$2,140,427	28,145	+100.2%	Shares	Sole	2026-04-10
2025-12-31	$982,934	14,060	-2.7%	Shares	Sole	2026-01-21
2025-09-30	$957,992	14,445	+19.3%	Shares	Sole	2025-11-07
2025-06-30	$856,994	12,113	+123.3%	Shares	Sole	2025-07-28
2025-03-31	$388,466	5,424	+49.1%	Shares	Sole	2025-04-22
2024-12-31	$226,564	3,639	-96.3%	Shares	Sole	2025-01-17
2023-09-30	$5,522,427	98,650	+5.7%	Shares	Sole	2023-10-30
2023-06-30	$5,618,044	93,292	+9.9%	Shares	Sole	2023-07-13
2023-03-31	$5,266,098	84,896	+13.9%	Shares	Sole	2023-04-20
2022-12-31	$4,740,789	74,529	+29.9%	Shares	Sole	2023-01-19
2022-09-30	$3,214,371	57,379	+94.6%	Shares	Sole	2022-10-17
2022-06-30	$1,854,901	29,485	+205.1%	Shares	Sole	2022-07-15
2022-03-31	$599,168	9,664	+50.3%	Shares	Sole	2022-04-21
2021-12-31	$380,720	6,430	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.