Position in KO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$353,036
-$2,759,918 QoQ
Shares Held
4,344
-89.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,791
of 3,620 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $6,916,269 across 5 Beverages - Non-Alcoholic names. KO ranks #4 (5.1% 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 | $353,036 | 4,344 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,112,954 | 40,933 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,838,596 | 97,820 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||