Position in KO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,487,080
+$1,672,809 QoQ
Shares Held
129,040
+11.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#639
of 3,621 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Florida Trust Wealth Management Co holds $37,809,494 across 5 Beverages - Non-Alcoholic names. KO ranks #2 (27.7% of the industry book) .
All Filings in KO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,487,080 | 129,040 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $8,814,271 | 115,901 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,359,495 | 105,271 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $6,398,884 | 96,485 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $6,135,581 | 86,722 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $5,279,324 | 73,713 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $4,326,322 | 69,488 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $4,800,606 | 66,805 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $4,303,058 | 67,605 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $4,165,562 | 68,087 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $3,911,773 | 66,380 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||