Position in KO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$762,475
+$78,178 QoQ
Shares Held
9,382
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,160
of 3,621 holders
Holding Since
Jun 2024
9 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, 2026Werba Rubin Papier Wealth Management holds $1,482,990 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (51.4% of the industry book) .
All Filings in KO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,475 | 9,382 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $684,297 | 8,998 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $557,672 | 7,977 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $473,325 | 7,137 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $347,736 | 4,915 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $355,450 | 4,963 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $320,763 | 5,152 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $383,373 | 5,335 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $293,235 | 4,607 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||