SEC 13F Intelligence

Forefront Wealth Management Inc. / KO

Forefront Wealth Management Inc.’s Coca Cola Co Position

Does Forefront Wealth Management Inc. own Coca Cola Co (KO)? Not currently — the last reported position was 23.8K shares worth $1M in Q3 2023; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$1M
Q3 2023
Shares
23.8K
% of Portfolio
+1.87%
Quarters Held
5
position exited

Position History KO

Reported value by quarter
Q3 ’22: $3MQ3 ’22Q4 ’22: $3MQ4 ’22Q1 ’23: $1MQ1 ’23Q2 ’23: $1MQ2 ’23Q3 ’23: $1MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202323.8K$1M+1.87%
Q2 202323.9K$1M+1.90%
Q1 202324.0K$1M+1.95%
Q4 202251.2K$3M+4.39%
Q3 202250.6K$3M+3.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Forefront Wealth Management Inc.’s full portfolio or all institutional holders of KO.