Position in KO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$114,021
-$66,749 QoQ
Shares Held
1,403
-41.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,412
of 3,631 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Catalyst Capital Advisors LLC holds $267,440 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (42.6% of the industry book) .
All Filings in KO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,021 | 1,403 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $180,770 | 2,377 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $247,271 | 3,537 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $172,896 | 2,607 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $320,780 | 4,534 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $678,814 | 9,478 | Shares | Other | 2025-04-29 | |
| 2024-12-31 | $384,019 | 6,168 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $194,165 | 2,702 | Shares | Other | 2024-10-30 | |
| 2020-03-31 | $4,867,500 | 110,000 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||