Position in KO
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,518,566
+$135,537 QoQ
Shares Held
19,968
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $3,500,649 across 5 Beverages - Non-Alcoholic names. KO ranks #2 (43.4% of the industry book) .
All Filings in KO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,518,566 | 19,968 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,383,029 | 19,783 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,261,472 | 19,021 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,359,461 | 19,215 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,402,391 | 19,581 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,214,381 | 19,505 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,336,667 | 18,601 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,167,659 | 18,345 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,125,039 | 18,389 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $1,081,306 | 18,349 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $394,826 | 7,053 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $424,370 | 7,047 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $439,916 | 7,092 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $443,170 | 6,967 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $381,776 | 6,815 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $431,562 | 6,860 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $448,260 | 7,230 | Shares | Sole | 2024-07-01 | |
| 2021-12-31 | $422,167 | 7,130 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||