Position in KO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$251,043
+$32,552 QoQ
Shares Held
3,089
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#3,128
of 3,621 holders
Holding Since
Dec 2025
3 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, 2026LifeWealth Investments, LLC holds $505,088 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
5,286 | $254,045 | |
| 2 | KO |
Coca Cola Co
This page
|
3,089 | $251,043 |
All Filings in KO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,043 | 3,089 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $218,491 | 2,873 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $213,714 | 3,057 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||