Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$378,230
+$24,522 QoQ
Shares Held
4,654
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,738
of 3,621 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Apriem Advisors holds $1,412,992 across 3 Beverages - Non-Alcoholic names. KO ranks #3 (26.8% 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 | $378,230 | 4,654 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $353,708 | 4,651 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $325,151 | 4,651 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $413,438 | 6,234 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $205,670 | 2,907 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $202,220 | 3,248 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $208,394 | 2,900 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $276,499 | 4,692 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $253,869 | 4,535 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $272,495 | 4,525 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $368,396 | 5,939 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||