Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,298,503
+$2,386,114 QoQ
Shares Held
77,501
+50.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#828
of 3,621 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Modern Wealth Management, LLC holds $11,348,967 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (55.5% of the industry book) .
All Filings in KO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,298,503 | 77,501 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,912,389 | 51,445 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $3,249,413 | 46,480 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,887,305 | 43,536 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $3,159,198 | 44,653 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $2,801,771 | 39,120 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $2,141,928 | 34,403 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $2,199,487 | 30,608 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $1,679,403 | 26,385 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $958,443 | 15,666 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $475,387 | 8,067 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||