Position in KO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,078,939
+$99,645 QoQ
Shares Held
13,276
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,859
of 3,621 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 92%
Shared 8%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Petros Family Wealth, LLC holds $1,475,913 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (73.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
13,276 | $1,078,939 | |
| 2 | MNST |
Monster Beverage Corp
|
8,260 | $396,974 |
All Filings in KO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,078,939 | 13,276 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $979,294 | 12,877 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $303,477 | 4,341 | Shares | Other | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||