Position in KO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,374,736
+$112,192 QoQ
Shares Held
41,525
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,120
of 3,618 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $7,837,978 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (43.1% 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 | $3,374,736 | 41,525 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $3,262,544 | 42,900 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $2,948,733 | 42,179 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $3,925,348 | 59,188 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $4,230,920 | 59,801 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $4,043,521 | 56,458 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $3,468,815 | 55,715 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $4,071,011 | 56,652 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $3,370,457 | 52,953 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $3,138,962 | 51,307 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $2,864,999 | 48,617 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $5,440,472 | 97,186 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $5,295,927 | 87,943 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $5,431,531 | 87,563 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $5,521,665 | 86,805 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $4,814,750 | 85,947 | Shares | Defined | 2022-10-05 | |
| 2022-06-30 | $4,977,627 | 79,123 | Shares | Defined | 2022-07-07 | |
| 2022-03-31 | $3,463,382 | 55,861 | Shares | Defined | 2022-04-12 | |
| 2021-12-31 | $3,878,609 | 65,506 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $13,938,864 | 265,654 | Shares | Defined | 2021-10-07 | |
| 2021-06-30 | $14,398,670 | 266,100 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $14,058,283 | 266,710 | Shares | Defined | 2021-04-14 | |
| 2020-12-31 | $14,617,162 | 266,542 | Shares | Defined | 2021-03-04 | |
| 2020-09-30 | $13,161,745 | 266,594 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $11,921,651 | 266,823 | Shares | Defined | 2020-07-10 | |
| 2020-03-31 | $1,791,239 | 40,480 | Shares | Defined | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||