Position in KO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$457,225
+$20,622 QoQ
Shares Held
5,626
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#2,567
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, 2026Clark Wealth Partners holds $485,269 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (94.2% 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 | $457,225 | 5,626 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $436,603 | 5,741 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $765,025 | 10,943 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $725,739 | 10,943 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $713,443 | 10,084 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $734,463 | 10,255 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $630,320 | 10,124 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||