Position in KO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$551,660
-$50,427 QoQ
Shares Held
6,788
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,421
of 3,621 holders
Holding Since
Mar 2026
2 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, 2026Innovative Asset Advisors Group, LLC holds $730,252 across 2 Beverages - Non-Alcoholic names. KO ranks #1 (75.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
6,788 | $551,660 | |
| 2 | PEP |
Pepsico Inc
|
1,319 | $178,592 |
All Filings in KO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,660 | 6,788 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $602,087 | 7,917 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||