Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$665,275
+$405,184 QoQ
Shares Held
8,186
+139.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,264
of 3,618 holders
Holding Since
Mar 2025
6 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, 2026Wealth Preservation Advisors, LLC holds $665,275 across 1 Beverages - Non-Alcoholic name. KO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
8,186 | $665,275 |
All Filings in KO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,275 | 8,186 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $260,091 | 3,420 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $574,031 | 8,211 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $545,614 | 8,227 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $581,918 | 8,225 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $586,925 | 8,195 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||