Portside Wealth Group, LLC

Position in KO — Coca Cola Co

CIK 1978608 Provo, UT

Position in KO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,252,803

+$280,676 QoQ

Shares Held

27,720

+6.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,336

of 3,612 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Portside Wealth Group, LLC holds $9,719,162 across 5 Beverages - Non-Alcoholic names. KO ranks #3 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	28,703	$3,886,386
2	MNST	Monster Beverage Corp	60,430	$2,904,265
3	KO	Coca Cola Co This page	27,720	$2,252,803
4	COCO	Vita Coco Company, Inc.	7,013	$463,839
5	CELH	Celsius Holdings, Inc.	7,236	$211,869

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,252,803	27,720	+6.9%	Shares	Other	2026-07-14
2026-03-31	$1,972,127	25,932	+1.8%	Shares	Other	2026-05-12
2025-12-31	$1,780,257	25,465	+8.8%	Shares	Sole	2026-01-21
2025-09-30	$1,551,556	23,395	-46.3%	Shares	Sole	2025-11-05
2025-06-30	$3,079,605	43,528	+1.7%	Shares	Sole	2025-08-11
2025-03-31	$3,066,195	42,812	+6.0%	Shares	Other	2025-04-14
2024-12-31	$2,515,304	40,400	+0.5%	Shares	Other	2025-04-14
2024-09-30	$2,888,985	40,203	+0.1%	Shares	Sole	2024-10-31
2024-06-30	$2,555,611	40,151	-4.4%	Shares	Other	2024-07-18
2024-03-31	$2,568,764	41,987	-1.7%	Shares	Other	2024-04-17
2023-12-31	$2,516,782	42,708	-5.5%	Shares	Other	2024-01-16
2023-09-30	$2,530,240	45,199	-0.0%	Shares	Other	2023-10-27
2023-06-30	$2,722,425	45,208	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.