Position in KO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,173,907
+$382,710 QoQ
Shares Held
15,436
+29.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
11 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 Mar 31, 2026First Affirmative Financial Network holds $2,493,185 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (47.1% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,173,907 | 15,436 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $791,197 | 11,930 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $742,521 | 10,495 | Shares | Sole | 2025-11-20 | |
| 2025-03-31 | $641,213 | 8,953 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $495,216 | 7,954 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $504,816 | 7,025 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $357,076 | 5,610 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $293,725 | 4,801 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $266,717 | 4,526 | Shares | Sole | 2024-01-08 | |
| 2021-12-31 | $235,063 | 3,970 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $210,247 | 4,007 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||