Position in KO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$724,603
+$91,639 QoQ
Shares Held
8,916
+7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,180
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $1,726,655 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (42.0% 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 | $724,603 | 8,916 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $632,964 | 8,323 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $600,876 | 8,595 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $568,694 | 8,575 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $588,852 | 8,323 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $619,441 | 8,649 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $589,353 | 9,466 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $666,645 | 9,277 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $558,656 | 8,777 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $733,364 | 11,987 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $544,336 | 9,237 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $517,087 | 9,237 | Shares | Sole | 2024-04-25 | |
| 2023-06-30 | $556,252 | 9,237 | Shares | Sole | 2024-04-25 | |
| 2023-03-31 | $448,911 | 7,237 | Shares | Sole | 2024-04-25 | |
| 2022-12-31 | $460,345 | 7,237 | Shares | Sole | 2024-04-25 | |
| 2022-09-30 | $1,021,636 | 18,237 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,147,289 | 18,237 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $1,130,694 | 18,237 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $1,079,812 | 18,237 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $956,895 | 18,237 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $986,804 | 18,237 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $961,272 | 18,237 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,000,117 | 18,237 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $900,360 | 18,237 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $814,829 | 18,237 | Shares | Other | 2021-11-02 | |
| 2020-03-31 | $806,987 | 18,237 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||