Position in KO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$62,171
+$4,069 QoQ
Shares Held
765
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,470
of 3,612 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026MPWM ADVISORY SOLUTIONS, LLC holds $131,654 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (47.2% 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 | $62,171 | 765 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $58,102 | 764 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $81,375 | 1,164 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $77,130 | 1,163 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $82,214 | 0 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $110,796 | 1,547 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $96,316 | 1,547 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||