Position in KO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$422,360
+$21,501 QoQ
Shares Held
5,197
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,628
of 3,621 holders
Holding Since
Dec 2025
3 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, 2026Asset One Wealth Management LLC holds $992,165 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (42.6% 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 | $422,360 | 5,197 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $400,859 | 5,271 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $271,320 | 3,881 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||