Position in KO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,178,250
+$399,651 QoQ
Shares Held
14,498
+41.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,793
of 3,621 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Elyxium Wealth, LLC holds $2,762,345 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (42.7% 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 | $1,178,250 | 14,498 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $778,599 | 10,238 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $762,436 | 10,906 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $759,295 | 11,449 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $904,396 | 12,783 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $747,854 | 10,442 | Shares | Sole | 2025-05-05 | |
| 2024-09-30 | $501,509 | 6,979 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||