Aventura Private Wealth, LLC

Position in KO — Coca Cola Co

CIK 2074418 AVENTURA, FL

Position in KO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$223,492

+$82,344 QoQ

Shares Held

2,750

+48.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#3,243

of 3,618 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $1,543,259 across 6 Beverages - Non-Alcoholic names. KO ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	14,850	$713,691
2	PEP	Pepsico Inc	4,396	$595,218
3	KO	Coca Cola Co This page	2,750	$223,492
4	KDP	Keurig Dr Pepper Inc.	223	$7,298
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	23	$2,301
6	CELH	Celsius Holdings, Inc.	43	$1,259

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,492	2,750	+48.2%	Shares	Sole	2026-07-15
2026-03-31	$141,148	1,856	+13.2%	Shares	Sole	2026-05-06
2025-12-31	$114,652	1,640	+1.4%	Shares	Sole	2026-01-07
2025-09-30	$107,239	1,617	-21.5%	Shares	Sole	2026-01-07
2025-06-30	$145,674	2,059	+2.9%	Shares	Sole	2026-01-07
2025-03-31	$143,311	2,001	+3.5%	Shares	Sole	2026-01-07
2024-12-31	$120,348	1,933	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.