Position in KO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$536,056
+$56,865 QoQ
Shares Held
6,596
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#2,440
of 3,612 holders
Holding Since
Dec 2021
6 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, 2026Index Fund Advisors, Inc. holds $536,056 across 1 Beverages - Non-Alcoholic name. KO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
This page
|
6,596 | $536,056 |
All Filings in KO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,056 | 6,596 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $479,191 | 6,301 | Shares | Sole | 2026-05-12 | |
| 2022-09-30 | $523,787 | 9,350 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $587,893 | 9,345 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $554,342 | 8,941 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $575,698 | 9,723 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||