Position in KO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,167,579
+$777,149 QoQ
Shares Held
38,976
+15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#1,151
of 3,621 holders
Holding Since
Sep 2024
4 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, 2026Financial Gravity Companies, Inc. holds $3,254,142 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (97.3% of the industry book) .
All Filings in KO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,167,579 | 38,976 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $2,390,430 | 33,787 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $1,828,264 | 29,365 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,035,434 | 28,325 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||