ELEVATION WEALTH PARTNERS, LLC

Position in KO — Coca Cola Co

CIK 1976256 WALNUT CREEK, CA

Position in KO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$90,290

+$60,935 QoQ

Shares Held

1,111

+187.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#3,429

of 3,621 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $588,427 across 9 Beverages - Non-Alcoholic names. KO ranks #2 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	2,408	$326,043
2	KO	Coca Cola Co This page	1,111	$90,290
3	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	800	$80,056
4	MNST	Monster Beverage Corp	1,148	$55,172
5	PRMB	Primo Brands Corp	608	$14,859
6	KDP	Keurig Dr Pepper Inc.	218	$7,135
7	COKE	Coca-Cola Consolidated, Inc.	35	$6,682
8	CELH	Celsius Holdings, Inc.	160	$4,684

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$90,290	1,111	+187.8%	Shares	Sole	2026-07-08
2026-03-31	$29,355	386	+23.3%	Shares	Sole	2026-04-14
2025-12-31	$21,881	313	0.0%	Shares	Sole	2026-01-09
2025-09-30	$20,758	313	+107.3%	Shares	Sole	2025-10-14
2025-06-30	$10,683	151	0.0%	Shares	Sole	2025-07-08
2025-03-31	$10,814	151	0.0%	Shares	Sole	2025-04-09
2024-12-31	$9,401	151	0.0%	Shares	Sole	2025-01-29
2024-09-30	$10,850	151	0.0%	Shares	Sole	2024-10-04
2024-06-30	$9,611	151	0.0%	Shares	Sole	2024-07-09
2024-03-31	$9,238	151	-67.9%	Shares	Sole	2024-04-19
2023-12-31	$27,697	470	+213.3%	Shares	Sole	2024-01-17
2023-09-30	$8,397	150	0.0%	Shares	Sole	2023-10-10
2023-06-30	$9,033	150	0.0%	Shares	Sole	2023-07-06
2023-03-31	$9,304	150	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.