Position in KO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$323,373
+$23,204 QoQ
Shares Held
3,979
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,901
of 3,641 holders
Holding Since
Dec 2025
3 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, 2026BARD ASSOCIATES INC holds $4,179,567 across 5 Beverages - Non-Alcoholic names. KO ranks #3 (7.7% of the industry book) .
All Filings in KO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,373 | 3,979 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $300,169 | 3,947 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $30,480 | 436 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||