Quotient Wealth Partners, LLC

Position in KO — Coca Cola Co

CIK 2004904 DALLAS, TX

Position in KO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,894,972

+$633,379 QoQ

Shares Held

23,317

+40.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,453

of 3,621 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $2,899,118 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (65.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	23,317	$1,894,972
2	PEP	Pepsico Inc	5,268	$713,287
3	MNST	Monster Beverage Corp	6,052	$290,859

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,894,972	23,317	+40.6%	Shares	Sole	2026-08-03
2026-03-31	$1,261,593	16,589	+4.3%	Shares	Sole	2026-04-16
2025-12-31	$1,111,988	15,906	+1.5%	Shares	Sole	2026-01-22
2025-09-30	$1,039,698	15,677	-2.5%	Shares	Sole	2025-10-10
2025-06-30	$1,138,084	16,086	+0.6%	Shares	Sole	2025-07-29
2025-03-31	$1,145,633	15,996	-5.1%	Shares	Sole	2025-04-30
2024-12-31	$1,049,765	16,861	-8.9%	Shares	Sole	2025-01-28
2024-09-30	$1,330,128	18,510	-2.8%	Shares	Sole	2024-10-09
2024-06-30	$1,211,641	19,036	+50.6%	Shares	Sole	2024-07-24
2024-03-31	$773,192	12,638	+40.5%	Shares	Sole	2024-05-14
2023-12-31	$530,075	8,995	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.