Position in KO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$41,854
+$4,362 QoQ
Shares Held
515
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#3,512
of 3,621 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $72,476 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (57.7% of the industry book) .
All Filings in KO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,854 | 515 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $37,492 | 493 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $27,964 | 400 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $24,604 | 371 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $25,257 | 357 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $24,995 | 349 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $21,230 | 341 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $26,228 | 365 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $18,458 | 290 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $15,050 | 246 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $10,253 | 174 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||