Position in KO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,477,164
+$199,200 QoQ
Shares Held
55,090
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
#967
of 3,620 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, 2026Gen-Wealth Partners Inc holds $5,081,464 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (88.1% 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 | $4,477,164 | 55,090 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,277,964 | 56,252 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,888,184 | 55,617 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,104,532 | 31,733 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,043,047 | 28,877 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,104,840 | 29,389 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,764,199 | 28,336 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,938,136 | 26,971 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,933,623 | 30,379 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,728,335 | 28,250 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||