Position in KO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,418,161
+$255,585 QoQ
Shares Held
17,450
+14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,648
of 3,621 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Pure Financial Advisors, LLC holds $5,497,711 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (25.8% of the industry book) .
All Filings in KO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,418,161 | 17,450 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,162,576 | 15,287 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,005,585 | 14,384 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $648,344 | 9,776 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $683,869 | 9,666 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $578,761 | 8,081 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $352,578 | 5,663 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $700,994 | 9,755 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $318,122 | 4,998 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $314,771 | 5,145 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $336,490 | 5,710 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $276,821 | 4,945 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $333,679 | 5,541 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $318,586 | 5,136 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $278,866 | 4,384 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $230,466 | 4,114 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $547,631 | 8,705 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $248,620 | 4,010 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $209,307 | 3,535 | Shares | Sole | 2022-01-12 | |
| No filing history on record for this holder in this stock. | ||||||