Position in KO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,659,156
+$1,085,164 QoQ
Shares Held
143,462
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#596
of 3,621 holders
Holding Since
Dec 2023
11 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, 2026PRINCIPAL SECURITIES, INC. holds $23,834,144 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (48.9% of the industry book) .
All Filings in KO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,659,156 | 143,462 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $10,573,992 | 139,040 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,645,762 | 137,974 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,670,610 | 130,739 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,968,694 | 126,766 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,627,243 | 106,496 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,607,404 | 106,126 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,330,079 | 102,005 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,996,721 | 94,214 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,948,054 | 80,877 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,419,455 | 74,995 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||