Dogwood Wealth Management LLC

Position in KO — Coca Cola Co

CIK 2056922 LENEXA, KS

Position in KO

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$106,382

+$10,864 QoQ

Shares Held

1,309

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#3,410

of 3,621 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Dogwood Wealth Management LLC holds $447,478 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	2,388	$323,335
2	KO	Coca Cola Co This page	1,309	$106,382
3	MNST	Monster Beverage Corp	326	$15,667
4	KDP	Keurig Dr Pepper Inc.	64	$2,094

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$106,382	1,309	+4.2%	Shares	Sole	2026-07-06
2026-03-31	$95,518	1,256	+21.9%	Shares	Sole	2026-05-12
2025-12-31	$72,007	1,030	+1.9%	Shares	Sole	2026-02-04
2025-09-30	$67,049	1,011	-6.6%	Shares	Sole	2025-11-12
2025-06-30	$76,551	1,082	+13.7%	Shares	Sole	2025-07-18
2025-03-31	$68,182	952	+34.1%	Shares	Sole	2025-04-30
2024-12-31	$44,204	710	+1.3%	Shares	Sole	2025-03-04
2024-09-30	$50,373	701	+0.9%	Shares	Sole	2025-02-28
2024-06-30	$44,236	695	-4.4%	Shares	Sole	2025-03-04
2024-03-31	$44,477	727	-34.6%	Shares	Sole	2025-02-28
2023-12-31	$65,471	1,111	—	Shares	Sole	2025-02-28
No filing history on record for this holder in this stock.