Position in KO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$853,741
+$105,790 QoQ
Shares Held
10,505
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,068
of 3,621 holders
Holding Since
Mar 2020
26 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, 2026Annex Advisory Services, LLC holds $10,270,832 across 3 Beverages - Non-Alcoholic names. KO ranks #3 (8.3% 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 | $853,741 | 10,505 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $747,951 | 9,835 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $665,473 | 9,519 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $442,022 | 6,665 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $502,112 | 7,097 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $498,475 | 6,960 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $491,667 | 7,897 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $543,117 | 7,558 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $432,119 | 6,789 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $386,779 | 6,322 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $359,473 | 6,100 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $487,249 | 8,704 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $404,859 | 6,723 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $416,655 | 6,717 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $529,553 | 8,325 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $500,874 | 8,941 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $621,236 | 9,875 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $461,776 | 7,448 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $424,831 | 7,175 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $342,209 | 6,522 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $369,625 | 6,831 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $333,654 | 6,330 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $366,605 | 6,685 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $319,028 | 6,462 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $287,560 | 6,436 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $259,703 | 5,869 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||