Position in KO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$273,229
+$55,803 QoQ
Shares Held
3,362
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#3,044
of 3,621 holders
Holding Since
Mar 2026
2 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, 2026Parkwoods Wealth Partners, LLC holds $1,090,798 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (25.0% of the industry book) .
All Filings in KO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,229 | 3,362 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $217,426 | 2,859 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||