Position in KO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$333,044
-$20,740 QoQ
Shares Held
4,098
-11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,843
of 3,621 holders
Holding Since
Mar 2020
25 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, 2026ALBION FINANCIAL GROUP /UT holds $10,677,110 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (3.1% of the industry book) .
All Filings in KO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,044 | 4,098 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $353,784 | 4,652 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $325,221 | 4,652 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $312,698 | 4,715 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $329,129 | 4,652 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $333,176 | 4,652 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $303,517 | 4,875 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $341,694 | 4,755 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $302,655 | 4,755 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $296,539 | 4,847 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $285,633 | 4,847 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $271,335 | 4,847 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $290,200 | 4,819 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $298,922 | 4,819 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $306,536 | 4,819 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $288,166 | 5,144 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $326,314 | 5,187 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $334,180 | 5,390 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $495,350 | 8,366 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $441,062 | 8,406 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $468,159 | 8,652 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $677,383 | 12,352 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $648,326 | 13,132 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $587,676 | 13,153 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $583,347 | 13,183 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||