Position in KO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$43,885
+$2,818 QoQ
Shares Held
540
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,509
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, 2026Private Wealth Management Group, LLC holds $73,560 across 8 Beverages - Non-Alcoholic names. KO ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
540 | $43,885 | |
| 2 | COKE |
Coca-Cola Consolidated, Inc.
|
70 | $13,364 | |
| 3 | FIZZ |
National Beverage Corp
|
188 | $5,865 | |
| 4 | MNST |
Monster Beverage Corp
|
66 | $3,171 | |
| 5 | PEP |
Pepsico Inc
|
21 | $2,843 | |
| 6 | PRMB |
Primo Brands Corp
|
116 | $2,835 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
49 | $1,434 | |
| 8 | KDP |
Keurig Dr Pepper Inc.
|
5 | $163 |
All Filings in KO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,885 | 540 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $41,067 | 540 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $37,751 | 540 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $35,812 | 540 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $38,205 | 540 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $39,176 | 547 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $43,768 | 703 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $34,205 | 476 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $29,342 | 461 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $28,081 | 459 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $27,048 | 459 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||