Position in KO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$914,855
+$124,164 QoQ
Shares Held
11,257
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#2,009
of 3,621 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, 2026AGH Wealth Advisors, LLC holds $1,392,545 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (65.7% 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 | $914,855 | 11,257 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $790,691 | 10,397 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $678,056 | 9,699 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $683,095 | 10,300 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $669,011 | 9,456 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $675,447 | 9,431 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $585,741 | 9,408 | Shares | Sole | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||