Position in KO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$13,377,042
+$1,642,147 QoQ
Shares Held
164,600
+6.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#557
of 3,621 holders
Holding Since
Jun 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $26,726,247 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (50.1% 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 | $13,377,042 | 164,600 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $11,734,895 | 154,305 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,041,636 | 57,812 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,828,918 | 57,734 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,918,064 | 55,379 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,642,091 | 50,853 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,736,140 | 43,947 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,953,729 | 27,188 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,559,361 | 24,499 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||