Position in KO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,417,782
+$548,017 QoQ
Shares Held
29,750
+21.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,306
of 3,621 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $5,657,760 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (42.7% of the industry book) .
All Filings in KO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,417,782 | 29,750 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,869,765 | 24,586 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,637,012 | 23,416 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,805,031 | 27,217 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,018,002 | 28,523 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,029,854 | 28,342 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $635,736 | 10,211 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $685,113 | 9,534 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $242,315 | 3,807 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $207,629 | 3,709 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $203,061 | 3,372 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $170,086 | 2,742 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $152,473 | 2,397 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $295,001 | 5,266 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $384,380 | 6,110 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $209,248 | 3,534 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $316,787 | 6,010 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $294,146 | 5,958 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $233,542 | 5,227 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||