Position in KO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,187,760
+$246,794 QoQ
Shares Held
14,615
+18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,784
of 3,621 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $5,194,564 across 6 Beverages - Non-Alcoholic names. KO ranks #2 (22.9% of the industry book) .
All Filings in KO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,187,760 | 14,615 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $940,966 | 12,373 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $838,920 | 12,000 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||