Position in KO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$254,212
+$38,230 QoQ
Shares Held
3,128
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#3,118
of 3,621 holders
Holding Since
Dec 2023
4 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, 2026Truepoint, Inc. holds $644,763 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (39.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRMB |
Primo Brands Corp
|
15,980 | $390,551 | |
| 2 | KO |
Coca Cola Co
This page
|
3,128 | $254,212 |
All Filings in KO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,212 | 3,128 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $215,982 | 2,840 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $495,102 | 7,082 | Shares | Sole | 2026-02-11 | |
| 2023-12-31 | $220,810 | 3,747 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||