Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$262,176
+$39,198 QoQ
Shares Held
3,226
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,078
of 3,612 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026JPL Wealth Management, LLC holds $3,141,558 across 9 Beverages - Non-Alcoholic names. KO ranks #2 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
20,865 | $2,825,120 | |
| 2 | KO |
Coca Cola Co
This page
|
3,226 | $262,176 | |
| 3 | MNST |
Monster Beverage Corp
|
878 | $42,196 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
206 | $6,742 | |
| 5 | CELH |
Celsius Holdings, Inc.
|
75 | $2,196 | |
| 6 | PRMB |
Primo Brands Corp
|
77 | $1,881 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
|
11 | $1,168 | |
| 8 | FIZZ |
National Beverage Corp
|
2 | $62 |
All Filings in KO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,176 | 3,226 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $222,978 | 2,932 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $174,221 | 2,627 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||