Position in KO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$112,477
-$485,732 QoQ
Shares Held
1,384
-82.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,395
of 3,612 holders
Holding Since
Dec 2025
3 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, 2026Mosley Wealth Management holds $580,374 across 6 Beverages - Non-Alcoholic names. KO ranks #2 (19.4% of the industry book) .
All Filings in KO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,477 | 1,384 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $598,209 | 7,866 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $576,967 | 8,253 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||