Position in KO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,416,460
+$1,742,553 QoQ
Shares Held
312,741
+0.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#403
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026SUMITOMO MITSUI FINANCIAL GROUP, INC. holds $31,840,352 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (79.8% 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 | $25,416,460 | 312,741 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $23,673,907 | 311,294 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $20,149,040 | 288,214 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $18,115,373 | 273,151 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $16,642,805 | 235,234 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $16,208,035 | 226,306 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $13,328,683 | 214,081 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $14,092,536 | 196,111 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $11,287,754 | 177,341 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,912,811 | 162,027 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,943,982 | 151,773 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $7,840,054 | 140,051 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $7,771,993 | 129,060 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $8,013,593 | 129,189 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $8,143,415 | 128,021 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,172,128 | 128,028 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $7,981,769 | 126,876 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $9,112,140 | 146,970 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,721,929 | 147,305 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $6,752,679 | 128,696 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,808,221 | 107,341 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,924,906 | 93,434 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,006,774 | 73,063 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,443,606 | 69,751 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,855,677 | 63,914 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,972,051 | 67,165 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||