Position in KO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$235,520
+$10,793 QoQ
Shares Held
2,898
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,192
of 3,621 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $411,053 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (57.3% of the industry book) .
All Filings in KO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,520 | 2,898 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $224,727 | 2,955 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $167,084 | 2,390 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $158,902 | 2,396 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $144,754 | 2,046 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $124,833 | 1,743 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $150,544 | 2,418 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $173,110 | 2,409 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $97,320 | 1,529 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $85,590 | 1,399 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $38,834 | 659 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $36,387 | 650 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $36,192 | 601 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $37,031 | 597 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $46,053 | 724 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $32,939 | 588 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $36,739 | 584 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $130,758 | 2,109 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $117,235 | 1,980 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||