Position in KO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$601,397
+$57,868 QoQ
Shares Held
7,400
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,345
of 3,621 holders
Holding Since
Mar 2020
26 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, 2026Westside Investment Management, Inc. holds $1,031,635 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (58.3% 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 | $601,397 | 7,400 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $543,529 | 7,147 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $485,943 | 6,951 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $456,679 | 6,886 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $415,797 | 5,877 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $367,410 | 5,130 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $328,171 | 5,271 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $314,961 | 4,383 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $278,977 | 4,383 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $271,516 | 4,438 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $259,586 | 4,405 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $247,823 | 4,427 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $266,533 | 4,426 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $271,443 | 4,376 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $278,357 | 4,376 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $245,087 | 4,375 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $234,025 | 3,720 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $238,576 | 3,848 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $227,840 | 3,848 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $220,269 | 4,198 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $219,470 | 4,056 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $213,791 | 4,056 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $260,819 | 4,756 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $224,732 | 4,552 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $140,831 | 3,152 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $109,784 | 2,481 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||