Position in KO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$458,362
+$22,748 QoQ
Shares Held
5,640
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,565
of 3,621 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, 2026Pines Wealth Management, LLC holds $1,216,341 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (37.7% 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 | $458,362 | 5,640 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $435,614 | 5,728 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $427,220 | 6,111 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $405,281 | 6,111 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $420,184 | 5,939 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $461,662 | 6,446 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $338,694 | 5,440 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||