Position in KO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$8,339,276
+$1,089,963 QoQ
Shares Held
102,612
+7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#713
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026TRUST CO OF TOLEDO NA /OH/ holds $15,322,781 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (54.4% of the industry book) .
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,339,276 | 102,612 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,249,313 | 95,323 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $6,663,750 | 95,319 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,283,753 | 94,749 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,651,277 | 94,011 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,769,808 | 94,524 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,855,615 | 94,051 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $6,656,247 | 92,628 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $5,879,413 | 92,371 | Shares | Defined | 2024-07-08 | |
| 2024-03-31 | $5,518,190 | 90,196 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $5,295,154 | 89,855 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $4,999,853 | 89,315 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $5,286,472 | 87,786 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $5,479,109 | 88,330 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $5,476,693 | 86,098 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $4,834,805 | 86,305 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $6,222,427 | 98,910 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $6,153,438 | 99,249 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $5,884,171 | 99,378 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $5,200,931 | 99,122 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $5,289,468 | 97,754 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $5,180,443 | 98,282 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $5,415,230 | 98,746 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $4,859,094 | 98,422 | Shares | Sole | 2020-10-02 | |
| 2020-06-30 | $4,445,525 | 99,497 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $4,379,643 | 98,975 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||