Position in KO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$506,068
+$24,900 QoQ
Shares Held
6,227
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,486
of 3,632 holders
Holding Since
Jun 2025
5 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, 2026BCS Private Wealth Management, Inc. holds $2,810,788 across 4 Beverages - Non-Alcoholic names. KO ranks #3 (18.0% of the industry book) .
All Filings in KO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,068 | 6,227 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $481,168 | 6,327 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $417,852 | 5,977 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $412,974 | 6,227 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $451,172 | 6,377 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||