Position in KO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,108,685
-$459,313 QoQ
Shares Held
13,642
-33.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,837
of 3,620 holders
Holding Since
Dec 2022
11 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, 2026Gateway Wealth Partners, LLC holds $2,958,310 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (37.5% of the industry book) .
All Filings in KO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,108,685 | 13,642 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,567,998 | 20,618 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $295,020 | 4,220 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $256,326 | 3,865 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $255,266 | 3,608 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $205,835 | 2,874 | Shares | Sole | 2025-05-01 | |
| 2023-12-31 | $224,169 | 3,804 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $259,691 | 4,639 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $283,034 | 4,700 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $290,176 | 4,678 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $291,206 | 4,578 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||