Position in KO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,333,886
+$1,104,707 QoQ
Shares Held
90,241
+10.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#772
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $19,387,373 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (37.8% of the industry book) .
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,333,886 | 90,241 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,229,179 | 81,909 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,190,795 | 117,162 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,231,798 | 109,044 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,643,264 | 108,032 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,842,390 | 109,500 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,220,541 | 115,974 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,492,770 | 104,269 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $6,746,136 | 105,988 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,608,431 | 91,671 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,471,061 | 92,840 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,943,145 | 88,302 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,068,295 | 84,163 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,293,763 | 85,342 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,291,079 | 83,180 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,579,440 | 46,045 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,775,777 | 44,123 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,886,782 | 46,561 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,527,911 | 42,694 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,147,597 | 40,930 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,977,070 | 36,538 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,790,557 | 33,970 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,691,649 | 30,847 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,305,342 | 26,440 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,192,062 | 26,680 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,118,949 | 25,287 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||