Buck Wealth Strategies, LLC

Position in KO — Coca Cola Co

CIK 1973259 DENVER, CO

Position in KO

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$14,499,055

+$1,183,993 QoQ

Shares Held

178,406

+1.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.33%

of 13F equity value

Holder Rank

#529

of 3,612 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Buck Wealth Strategies, LLC holds $14,551,666 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (99.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	178,406	$14,499,055
2	PEP	Pepsico Inc	367	$49,691
3	KDP	Keurig Dr Pepper Inc.	42	$1,374
4	MNST	Monster Beverage Corp	26	$1,249
5	CELH	Celsius Holdings, Inc.	7	$204
6	FIZZ	National Beverage Corp	3	$93

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,499,055	178,406	+1.9%	Shares	Sole	2026-07-30
2026-03-31	$13,315,062	175,083	+1.8%	Shares	Sole	2026-05-08
2025-12-31	$12,027,386	172,041	+8.4%	Shares	Sole	2026-02-03
2025-09-30	$10,526,907	158,729	+2.8%	Shares	Sole	2025-11-04
2025-06-30	$10,925,851	154,429	+9.4%	Shares	Sole	2025-08-04
2025-03-31	$10,113,102	141,205	-1.3%	Shares	Sole	2025-04-22
2024-12-31	$8,910,277	143,114	+38.0%	Shares	Sole	2025-01-27
2024-09-30	$7,452,241	103,705	-13.8%	Shares	Sole	2024-11-05
2024-06-30	$7,657,413	120,305	-14.1%	Shares	Sole	2024-08-15
2024-03-31	$8,568,564	140,055	+9.1%	Shares	Sole	2024-05-03
2023-12-31	$7,566,376	128,396	+29.3%	Shares	Sole	2024-01-23
2023-09-30	$5,558,758	99,299	+11.2%	Shares	Sole	2023-11-06
2023-06-30	$5,377,706	89,301	+7.4%	Shares	Sole	2023-11-06
2023-03-31	$5,155,623	83,115	-8.8%	Shares	Sole	2023-11-06
2022-09-30	$5,102,746	91,088	—	Shares	Sole	2023-10-30
No filing history on record for this holder in this stock.