Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,842,526
+$422,862 QoQ
Shares Held
47,281
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,045
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Keel Point, LLC holds $5,150,885 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (74.6% of the industry book) .
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,842,526 | 47,281 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,419,664 | 44,966 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $3,589,668 | 51,347 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,310,230 | 49,913 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $3,662,727 | 51,770 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,038,663 | 28,465 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,568,080 | 25,186 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,812,381 | 25,221 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,580,493 | 24,831 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,112,374 | 18,182 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,043,709 | 17,711 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $895,735 | 16,001 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,045,298 | 17,358 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,015,120 | 16,365 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,140,718 | 17,933 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $969,930 | 17,314 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $1,074,880 | 17,086 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $932,728 | 15,044 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $641,125 | 10,828 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $579,426 | 11,043 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $599,484 | 11,079 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $618,973 | 11,743 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $584,649 | 10,661 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $511,374 | 10,358 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $517,751 | 11,588 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $499,051 | 11,278 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||