Alteri Wealth LLC

Position in KO — Coca Cola Co

CIK 2054980 WESTLAKE VILLAGE, CA

Position in KO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$622,446

+$45,075 QoQ

Shares Held

7,659

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,319

of 3,621 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Alteri Wealth LLC holds $1,601,230 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	7,659	$622,446
2	PEP	Pepsico Inc	4,157	$562,857
3	KDP	Keurig Dr Pepper Inc.	6,479	$212,057
4	MNST	Monster Beverage Corp	4,242	$203,870

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$622,446	7,659	+0.9%	Shares	Sole	2026-07-29
2026-03-31	$577,371	7,592	-1.9%	Shares	Sole	2026-05-06
2025-12-31	$540,963	7,738	+1.9%	Shares	Sole	2026-02-11
2025-09-30	$503,833	7,597	+0.7%	Shares	Sole	2025-11-10
2025-06-30	$533,950	7,547	+9.8%	Shares	Sole	2025-08-11
2025-03-31	$492,315	6,874	+2.1%	Shares	Sole	2025-05-07
2024-12-31	$419,258	6,734	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.