Position in KO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,707,076
+$239,692 QoQ
Shares Held
21,005
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,516
of 3,621 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Derivatives in KO
reported options exposure · as of Dec 31, 2020CallValue
$24,348
CallShares
444
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026West Family Investments, Inc. holds $3,419,199 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (49.9% of the industry book) .
All Filings in KO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,707,076 | 21,005 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,467,384 | 19,295 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,615,759 | 23,112 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,768,754 | 26,670 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,767,547 | 24,983 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,324,611 | 18,495 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $980,844 | 15,754 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $982,901 | 13,678 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $806,891 | 12,677 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $769,338 | 12,575 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $719,358 | 12,207 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $605,815 | 10,822 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $788,400 | 13,092 | Shares | Sole | 2023-08-16 | |
| 2022-12-31 | $3,603,188 | 56,645 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,154,766 | 56,315 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,545,985 | 56,366 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,465,738 | 55,899 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,309,779 | 55,899 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,024,790 | 57,648 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $3,029,727 | 55,992 | Shares | Sole | 2022-02-15 | |
| 2020-12-31 | $24,348 | 444 | Call | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||