Position in KO
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$2,158,523
+$507,533 QoQ
Shares Held
28,383
+20.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 95%
None 5%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $38,179,128 across 6 Beverages - Non-Alcoholic names. KO ranks #2 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
219,322 | $34,058,510 | |
| 2 | KO |
Coca Cola Co
This page
|
28,383 | $2,158,523 | |
| 3 | MNST |
Monster Beverage Corp
|
16,030 | $580,764 | |
| 4 | KOF |
Coca Cola Femsa Sab De CV
|
5,831 | $568,813 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
15,705 | $413,508 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
2,081 | $399,010 |
All Filings in KO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,158,523 | 28,383 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,650,990 | 23,616 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,305,307 | 19,682 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,005,618 | 28,348 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $826,420 | 11,539 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $661,261 | 10,621 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $802,242 | 11,164 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $637,007 | 10,008 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $507,365 | 8,293 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $265,597 | 4,507 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $279,004 | 4,984 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $357,104 | 5,930 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $751,555 | 12,116 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $711,793 | 11,190 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $667,140 | 11,909 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $509,947 | 8,106 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $603,756 | 9,738 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $551,718 | 9,318 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||