Position in KO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,508,939
+$163,767 QoQ
Shares Held
18,567
+5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,606
of 3,621 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $2,234,155 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (67.5% of the industry book) .
All Filings in KO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,508,939 | 18,567 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $1,345,172 | 17,688 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $1,146,733 | 16,403 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,056,476 | 15,930 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $1,152,729 | 16,293 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $1,013,565 | 14,152 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $758,886 | 12,189 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $826,245 | 11,498 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $716,443 | 11,256 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $584,085 | 9,547 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $292,646 | 4,966 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $282,642 | 5,049 | Shares | Sole | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||