Position in KO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$766,944
+$41,580 QoQ
Shares Held
9,437
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,155
of 3,620 holders
Holding Since
Mar 2020
26 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, 2026UNIVEST FINANCIAL Corp holds $12,012,549 across 3 Beverages - Non-Alcoholic names. KO ranks #3 (6.4% of the industry book) .
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766,944 | 9,437 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $725,364 | 9,538 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $1,098,075 | 15,707 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $1,052,299 | 15,867 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $1,379,483 | 19,498 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $949,393 | 13,256 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $797,550 | 12,810 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,035,573 | 14,411 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $393,484 | 6,182 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $378,214 | 6,182 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $364,305 | 6,182 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $346,068 | 6,182 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $372,280 | 6,182 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $383,469 | 6,182 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $399,598 | 6,282 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $351,917 | 6,282 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $395,200 | 6,282 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $416,640 | 6,720 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $371,957 | 6,282 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $329,616 | 6,282 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $339,919 | 6,282 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $331,124 | 6,282 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $344,504 | 6,282 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $310,142 | 6,282 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $280,679 | 6,282 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $277,978 | 6,282 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||