Position in KO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$109,145
+$52,564 QoQ
Shares Held
1,343
+80.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#3,394
of 3,607 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $172,106 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (63.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
1,343 | $109,145 | |
| 2 | PEP |
Pepsico Inc
|
465 | $62,961 |
All Filings in KO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,145 | 1,343 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $56,581 | 744 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $27,264 | 390 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,188 | 33 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $11,320 | 160 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||