Position in KO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$341,252
+$43,441 QoQ
Shares Held
4,199
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,817
of 3,618 holders
Holding Since
Jun 2025
4 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $341,252 across 1 Beverages - Non-Alcoholic name. KO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
4,199 | $341,252 |
All Filings in KO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,252 | 4,199 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $297,811 | 3,916 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $264,888 | 3,789 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $209,278 | 2,958 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||