Position in KO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$242,672
+$15,511 QoQ
Shares Held
2,986
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3,154
of 3,612 holders
Holding Since
Mar 2024
8 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, 2026Unique Wealth Strategies, LLC holds $1,988,763 across 4 Beverages - Non-Alcoholic names. KO ranks #4 (12.2% of the industry book) .
All Filings in KO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,672 | 2,986 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $227,161 | 2,987 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $226,019 | 3,233 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $283,901 | 3,964 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $293,804 | 4,719 | Shares | Sole | 2026-07-14 | |
| 2024-09-30 | $333,071 | 4,635 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $209,599 | 3,293 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $201,465 | 3,293 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||