Position in KO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,271,090
+$229,832 QoQ
Shares Held
27,945
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,332
of 3,621 holders
Holding Since
Mar 2020
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, 2026HighPoint Advisor Group LLC holds $4,921,310 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (46.1% 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 | $2,271,090 | 27,945 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,041,258 | 26,841 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,825,070 | 26,106 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $5,930,533 | 89,423 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,931,680 | 83,840 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,691,856 | 79,473 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,859,891 | 78,058 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,435,490 | 75,640 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,962,154 | 77,960 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,531,908 | 74,075 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,465,656 | 75,779 | Shares | Sole | 2024-03-26 | |
| 2022-06-30 | $4,880,180 | 77,574 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $3,839,964 | 73,184 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,150,940 | 76,713 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,720,429 | 70,583 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $3,383,902 | 61,705 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,309,726 | 46,784 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,007,025 | 44,920 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,008,463 | 45,389 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||