Position in KO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,210,516
+$50,679 QoQ
Shares Held
14,895
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,765
of 3,618 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Johnson Financial Group, Inc. holds $4,462,599 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (27.1% of the industry book) .
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,210,516 | 14,895 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,159,837 | 15,251 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,061,862 | 15,189 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $944,065 | 14,235 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $772,165 | 10,914 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $734,821 | 10,260 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $815,792 | 13,103 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $543,979 | 7,570 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $428,236 | 6,728 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $166,470 | 2,721 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $622,713 | 10,567 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $285,329 | 5,097 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $223,114 | 3,705 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $231,309 | 3,729 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $177,344 | 2,788 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $145,987 | 2,606 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $254,344 | 4,043 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $239,816 | 3,868 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $229,024 | 3,868 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $353,279 | 6,733 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $432,987 | 8,002 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $665,198 | 12,620 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $738,748 | 13,471 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $480,764 | 9,738 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $295,869 | 6,622 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $922,212 | 20,841 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||