KINGSWOOD WEALTH ADVISORS, LLC

Position in KO — Coca Cola Co

CIK 1987855 SAN DIEGO, CA

Position in KO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$6,816,602

+$753,744 QoQ

Shares Held

83,876

+5.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#801

of 3,620 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $11,228,469 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (60.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	83,876	$6,816,602
2	PEP	Pepsico Inc	15,652	$2,119,280
3	COKE	Coca-Cola Consolidated, Inc.	8,490	$1,620,910
4	KDP	Keurig Dr Pepper Inc.	12,061	$394,756
5	MNST	Monster Beverage Corp	5,762	$276,921

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,816,602	83,876	+5.2%	Shares	Sole	2026-07-27
2026-03-31	$6,062,858	79,722	+1.7%	Shares	Sole	2026-04-28
2025-12-31	$5,480,454	78,393	+43.7%	Shares	Sole	2026-01-28
2025-09-30	$3,618,684	54,564	+13.6%	Shares	Sole	2025-10-23
2025-06-30	$3,399,254	48,046	+2.4%	Shares	Sole	2025-07-23
2025-03-31	$3,359,765	46,911	-8.5%	Shares	Sole	2025-07-25
2024-12-31	$3,192,692	51,280	-40.4%	Shares	Sole	2025-01-22
2024-09-30	$6,187,505	86,105	+98.5%	Shares	Sole	2024-10-21
2024-06-30	$2,760,627	43,372	+6.1%	Shares	Sole	2024-07-09
2024-03-31	$2,500,059	40,864	+4.7%	Shares	Sole	2024-04-15
2023-12-31	$2,300,745	39,042	+978.2%	Shares	Sole	2024-01-16
2023-09-30	$202,703	3,621	+0.1%	Shares	Sole	2023-10-24
2023-06-30	$217,755	3,616	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.