Position in KO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$43,838,094
+$2,959,622 QoQ
Shares Held
539,413
+0.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#310
of 3,621 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026New York Life Investment Management LLC holds $92,357,362 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (47.5% of the industry book) .
All Filings in KO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,838,094 | 539,413 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $40,878,472 | 537,521 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $37,122,210 | 531,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $34,897,385 | 526,197 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $37,297,206 | 527,169 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $37,112,767 | 518,190 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $32,434,035 | 520,945 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $37,234,833 | 518,158 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $33,980,061 | 533,858 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $32,606,981 | 532,968 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $32,576,385 | 552,798 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $31,172,070 | 556,843 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $33,302,020 | 553,006 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $37,975,075 | 612,205 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $38,934,854 | 612,087 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $34,314,714 | 612,544 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $38,817,797 | 617,037 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||