Position in KO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,803,056
+$155,129 QoQ
Shares Held
22,186
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,481
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026United Asset Strategies, Inc. holds $22,325,651 across 3 Beverages - Non-Alcoholic names. KO ranks #3 (8.1% 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 | $1,803,056 | 22,186 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,647,927 | 21,669 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,500,967 | 21,470 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,367,651 | 20,622 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,456,247 | 20,583 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,593,401 | 22,248 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,544,317 | 40,866 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,730,895 | 38,003 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,335,254 | 36,689 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,226,156 | 36,387 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,985,764 | 33,697 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,803,787 | 32,222 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,851,403 | 30,744 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,979,005 | 31,904 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $11,429,126 | 179,675 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $9,933,634 | 177,323 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $11,772,096 | 187,126 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $12,250,146 | 197,583 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $11,446,891 | 193,327 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $9,984,044 | 190,281 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $10,075,011 | 186,195 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $9,540,457 | 180,999 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $9,534,701 | 173,864 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $7,284,691 | 147,553 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $6,359,661 | 142,338 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,655,702 | 37,417 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||