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EVOLVE PRIVATE WEALTH, LLC

Position in KO — Coca Cola Co

CIK 2111131 LOS ANGELES, CA

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, 2026

EVOLVE PRIVATE WEALTH, LLC holds $6,916,269 across 5 Beverages - Non-Alcoholic names. KO ranks #4 (5.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 KO
Coca Cola Co
This page
4,344 $353,036

All Filings in KO

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $353,036 4,344
2026-03-31 $3,112,954 40,933
2025-12-31 $6,838,596 97,820