Position in KO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$600,829
+$89,697 QoQ
Shares Held
7,393
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,346
of 3,621 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026ELEVATUS WELATH MANAGEMENT holds $2,039,243 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (29.5% 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 | $600,829 | 7,393 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $511,132 | 6,721 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $487,412 | 6,972 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $439,767 | 6,631 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $476,006 | 6,728 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $491,098 | 6,857 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $421,624 | 6,772 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $379,708 | 5,284 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $336,326 | 5,284 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||