Position in KO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$240,965
+$22,398 QoQ
Shares Held
2,965
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#3,169
of 3,620 holders
Holding Since
Dec 2024
7 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, 2026IMG Wealth Management, Inc. holds $271,028 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (88.9% of the industry book) .
All Filings in KO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,965 | 2,965 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $218,567 | 2,874 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $226,298 | 3,237 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $201,480 | 3,038 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $214,938 | 3,038 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $182,201 | 2,544 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $158,389 | 2,544 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||