Position in KO
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$231,294
+$16,757 QoQ
Shares Held
2,846
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#3,210
of 3,621 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Global Wealth Strategies & Associates holds $231,294 across 1 Beverages - Non-Alcoholic name. KO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
2,846 | $231,294 |
All Filings in KO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,294 | 2,846 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $214,537 | 2,821 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $127,935 | 1,830 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $96,362 | 1,453 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $98,625 | 1,394 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $102,989 | 1,438 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $71,163 | 1,143 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $82,135 | 1,143 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $69,187 | 1,087 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $83,571 | 1,366 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $80,498 | 1,366 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $76,244 | 1,362 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $81,899 | 1,360 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $84,236 | 1,358 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $73,787 | 1,160 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||