Position in KO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$92,160
+$11,547 QoQ
Shares Held
1,134
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,425
of 3,621 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $164,139 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (56.1% of the industry book) .
All Filings in KO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,160 | 1,134 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $80,613 | 1,060 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $74,104 | 1,060 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $80,379 | 1,212 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $85,749 | 1,212 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $86,803 | 1,212 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $75,459 | 1,212 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $87,094 | 1,212 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $67,469 | 1,060 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $74,150 | 1,212 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $62,465 | 1,060 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $53,740 | 960 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||