Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$241,209
-$3,900 QoQ
Shares Held
2,968
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,177
of 3,631 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Family Manage LLC holds $2,325,692 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
15,395 | $2,084,483 | |
| 2 | KO |
Coca Cola Co
This page
|
2,968 | $241,209 |
All Filings in KO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,209 | 2,968 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $245,109 | 3,223 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $219,167 | 3,135 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $213,351 | 3,217 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $222,155 | 3,140 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $226,390 | 3,161 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $227,933 | 3,661 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $257,017 | 4,201 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $304,314 | 5,164 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $337,223 | 6,024 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $407,568 | 6,768 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $447,670 | 7,217 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $531,843 | 8,361 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $513,087 | 9,159 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $594,751 | 9,454 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $972,222 | 15,681 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $928,472 | 15,681 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $859,825 | 16,387 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $879,612 | 16,256 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $542,649 | 10,295 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $396,219 | 7,225 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $340,060 | 6,888 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $334,474 | 7,486 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $205,408 | 4,642 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||