Position in KO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$84,276
+$20,166 QoQ
Shares Held
1,037
+23.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#3,429
of 3,612 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $735,336 across 12 Beverages - Non-Alcoholic names. KO ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
5,590 | $268,655 | |
| 2 | PEP |
Pepsico Inc
|
1,835 | $248,459 | |
| 3 | KO |
Coca Cola Co
This page
|
1,037 | $84,276 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
304 | $58,039 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
1,143 | $37,410 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
932 | $27,288 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
46 | $4,603 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
|
39 | $4,143 |
All Filings in KO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,276 | 1,037 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $64,110 | 843 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $28,593 | 409 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $28,650 | 432 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $33,677 | 476 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $34,162 | 477 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $25,028 | 402 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $25,582 | 356 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $28,960 | 455 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $23,982 | 392 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,187 | 105 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,877 | 105 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,345 | 205 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,383 | 248 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,078 | 127 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||