Position in KO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$509,075
+$18,401 QoQ
Shares Held
6,264
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,477
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, 2026Lodestone Wealth Management LLC holds $636,791 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (79.9% of the industry book) .
All Filings in KO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,075 | 6,264 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $490,674 | 6,452 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $451,059 | 6,452 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $435,788 | 6,571 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $469,638 | 6,638 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $476,273 | 6,650 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $412,347 | 6,623 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $475,353 | 6,615 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $570,431 | 8,962 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $550,620 | 9,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $513,574 | 8,715 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $477,733 | 8,534 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $518,193 | 8,605 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $545,801 | 8,799 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $561,485 | 8,827 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||