Retirement Wealth Solutions LLC

Pension

Position in KO — Coca Cola Co

CIK 2044741 MARSHFIELD, WI

Position in KO

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$49,899

+$3,281 QoQ

Shares Held

614

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#3,495

of 3,612 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Retirement Wealth Solutions LLC holds $144,369 across 6 Beverages - Non-Alcoholic names. KO ranks #1 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	614	$49,899
2	PEP	Pepsico Inc	248	$33,579
3	MNST	Monster Beverage Corp	566	$27,201
4	KOF	Coca Cola Femsa Sab De CV	176	$18,700
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	146	$14,610
6	CELH	Celsius Holdings, Inc.	13	$380

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,899	614	+0.2%	Shares	Sole	2026-07-07
2026-03-31	$46,618	613	0.0%	Shares	Sole	2026-04-07
2025-12-31	$42,854	613	0.0%	Shares	Sole	2026-01-07
2025-09-30	$40,654	613	0.0%	Shares	Sole	2025-10-08
2025-06-30	$43,369	613	0.0%	Shares	Sole	2025-07-07
2025-03-31	$43,903	613	0.0%	Shares	Sole	2025-04-08
2024-12-31	$38,165	613	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.