Position in KO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,058,135
+$67,964 QoQ
Shares Held
13,020
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,878
of 3,621 holders
Holding Since
Jun 2022
16 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, 2026Alpha Family Trust holds $2,947,026 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (35.9% of the industry book) .
All Filings in KO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,058,135 | 13,020 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $990,171 | 13,020 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $910,228 | 13,020 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $863,486 | 13,020 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $921,165 | 13,020 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $932,492 | 13,020 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $438,621 | 7,045 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $506,253 | 7,045 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $448,414 | 7,045 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $354,844 | 5,800 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $270,194 | 4,585 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $666,162 | 11,900 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $377,278 | 6,265 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $388,617 | 6,265 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $292,606 | 4,600 | Shares | Defined | 2023-02-09 | |
| 2022-06-30 | $370,854 | 5,895 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||