Position in KO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$385,626
+$28,344 QoQ
Shares Held
4,745
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,718
of 3,621 holders
Holding Since
Dec 2020
15 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, 2026Syverson Strege & Co holds $956,071 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (40.3% of the industry book) .
All Filings in KO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,626 | 4,745 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $357,282 | 4,698 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $316,692 | 4,530 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $274,365 | 4,137 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $326,299 | 4,612 | Shares | Sole | 2025-08-04 | |
| 2023-03-31 | $43,234 | 697 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $44,336 | 697 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $39,045 | 697 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $43,848 | 697 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $43,214 | 697 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $41,269 | 697 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $36,571 | 697 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $37,714 | 697 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $36,738 | 697 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $38,223 | 697 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||