Position in KO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,266,891
-$181,748 QoQ
Shares Held
40,198
-11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,141
of 3,621 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $8,649,347 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (37.8% of the industry book) .
All Filings in KO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,266,891 | 40,198 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,448,639 | 45,347 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,500,603 | 50,073 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,487,648 | 82,745 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,805,591 | 39,655 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $860,729 | 12,018 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $708,207 | 11,375 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $810,724 | 11,282 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $730,001 | 11,469 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $733,181 | 11,984 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||