Position in KO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,396,810
+$924,429 QoQ
Shares Held
18,367
+171.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Gibbs Wealth Management holds $6,067,403 across 4 Beverages - Non-Alcoholic names. KO ranks #3 (23.0% of the industry book) .
All Filings in KO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,396,810 | 18,367 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $472,381 | 6,757 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $461,388 | 6,957 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $868,173 | 12,271 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $758,742 | 10,594 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $618,117 | 9,928 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $619,433 | 8,620 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $440,394 | 6,919 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $357,474 | 5,843 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||