Position in KO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,175,000
-$863,823 QoQ
Shares Held
14,458
-46.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,795
of 3,621 holders
Holding Since
Mar 2020
14 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, 2026Phoenix Financial Ltd. holds $9,523,389 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (12.3% of the industry book) .
All Filings in KO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,175,000 | 14,458 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,038,823 | 26,809 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,120,634 | 58,942 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,131,271 | 62,293 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,235,114 | 45,726 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,883,778 | 40,265 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,542,199 | 40,832 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,381,875 | 47,062 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,034,567 | 16,254 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $465,579 | 7,610 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $487,173 | 8,267 | Shares | Sole | 2024-02-14 | |
| 2020-09-30 | $1,154,616 | 23,387 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,367,610 | 30,609 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $834,997 | 18,870 | Shares | Defined | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||