Position in KO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$449,341
+$231,148 QoQ
Shares Held
5,529
+79.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,578
of 3,621 holders
Holding Since
Mar 2024
6 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, 2026SMART Wealth LLC holds $449,341 across 1 Beverages - Non-Alcoholic name. KO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
5,529 | $449,341 |
All Filings in KO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,341 | 5,529 | Shares | Sole | 2026-08-06 | |
| 2025-06-30 | $218,193 | 3,084 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $204,897 | 3,291 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $234,910 | 3,269 | Shares | Sole | 2024-12-16 | |
| 2024-06-30 | $207,308 | 3,257 | Shares | Sole | 2024-12-16 | |
| 2024-03-31 | $202,628 | 3,312 | Shares | Sole | 2024-12-16 | |
| No filing history on record for this holder in this stock. | ||||||