Barnes Dennig Private Wealth Management LLC
Position in KO — Coca Cola Co
CIK 2058270
CINCINNATI, OH
Position in KO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$65,016
+$4,176 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,473
of 3,621 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Barnes Dennig Private Wealth Management LLC holds $2,550,147 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
18,354 | $2,485,131 | |
| 2 | KO |
Coca Cola Co
This page
|
800 | $65,016 |
All Filings in KO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,016 | 800 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $60,840 | 800 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $55,928 | 800 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $58,030 | 875 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $61,906 | 875 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $66,534 | 929 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||