Position in KO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$636,425
+$393,674 QoQ
Shares Held
7,831
+145.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,299
of 3,618 holders
Holding Since
Dec 2024
7 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, 2026ONE WEALTH CAPITAL MANAGEMENT, LLC holds $3,333,907 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (19.1% 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 | $636,425 | 7,831 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $242,751 | 3,192 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $287,679 | 4,115 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $231,722 | 3,494 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $253,497 | 3,583 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $254,251 | 3,550 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $218,968 | 3,517 | Shares | Sole | 2025-01-07 | |
| No filing history on record for this holder in this stock. | ||||||