Position in KO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$166,603
-$20,860 QoQ
Shares Held
2,050
-16.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3,354
of 3,612 holders
Holding Since
Mar 2020
14 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, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $1,424,521 across 5 Beverages - Non-Alcoholic names. KO ranks #3 (11.7% of the industry book) .
All Filings in KO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,603 | 2,050 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $187,463 | 2,465 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $233,848 | 3,345 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $363,632 | 5,483 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $506,287 | 7,156 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $489,164 | 6,830 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,431 | 23 | Shares | Sole | 2025-01-14 | |
| 2023-09-30 | $307,945 | 5,501 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $353,491 | 5,870 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $364,116 | 5,870 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $366,139 | 5,756 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $274,834 | 4,906 | Shares | Sole | 2022-10-12 | |
| 2020-06-30 | $3,730,914 | 83,503 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $3,551,283 | 80,255 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||