Position in KO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,623,422
-$557,599 QoQ
Shares Held
81,499
-13.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#812
of 3,621 holders
Holding Since
Mar 2022
16 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, 2026WealthPlan Investment Management, LLC holds $10,354,071 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (64.0% of the industry book) .
All Filings in KO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,623,422 | 81,499 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,181,021 | 94,425 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,350,149 | 62,225 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $682,101 | 10,285 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $743,865 | 10,514 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $340,051 | 4,748 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $464,833 | 7,466 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,179,653 | 16,416 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $324,996 | 5,106 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $310,427 | 5,074 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $299,010 | 5,074 | Shares | Sole | 2024-01-05 | |
| 2023-06-30 | $3,191 | 53 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $148,561 | 2,395 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $717,201 | 11,275 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $512,134 | 9,142 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $613,924 | 9,902 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||