Position in KO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,574,037
+$568,656 QoQ
Shares Held
19,368
+46.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,575
of 3,621 holders
Holding Since
Mar 2024
9 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, 2026Triad Wealth Partners, LLC holds $3,093,285 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (50.9% of the industry book) .
All Filings in KO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,574,037 | 19,368 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,005,381 | 13,220 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $878,558 | 12,567 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $686,743 | 10,355 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $692,359 | 9,786 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $633,980 | 8,852 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $497,332 | 7,988 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $350,138 | 5,501 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $261,544 | 4,275 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||