Position in KO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,651,975
+$187,937 QoQ
Shares Held
20,327
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,542
of 3,621 holders
Holding Since
Mar 2022
18 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $4,933,661 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (33.5% of the industry book) .
All Filings in KO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,651,975 | 20,327 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,464,038 | 19,251 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,202,591 | 17,202 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $925,827 | 13,960 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,069,669 | 15,119 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,092,706 | 15,257 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $951,021 | 15,275 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $985,847 | 13,719 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $837,570 | 13,159 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $682,095 | 11,149 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $641,394 | 10,884 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $538,135 | 9,613 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $625,444 | 10,386 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $642,010 | 10,350 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $649,012 | 10,203 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $571,684 | 10,205 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $655,710 | 10,423 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $593,526 | 9,573 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||