Position in KO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,921,222
+$66,896 QoQ
Shares Held
23,640
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,442
of 3,621 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $10,661,156 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (18.0% of the industry book) .
All Filings in KO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,921,222 | 23,640 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $1,854,326 | 24,383 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $1,652,671 | 23,640 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $1,601,428 | 24,147 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $1,810,421 | 25,589 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $2,099,467 | 29,314 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $1,825,088 | 29,314 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $2,073,879 | 28,860 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $2,628,362 | 41,294 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $2,528,140 | 41,323 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $2,433,454 | 41,294 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $2,179,860 | 38,940 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $2,853,885 | 47,391 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $2,962,986 | 47,767 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $3,038,458 | 47,767 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $2,673,665 | 47,727 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $3,054,342 | 48,551 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $3,041,162 | 49,051 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $335,720 | 5,670 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $297,504 | 5,670 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $531,105 | 10,076 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $552,567 | 10,076 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $522,137 | 10,576 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $473,608 | 10,600 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $482,325 | 10,900 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||