Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,469,958
+$349,284 QoQ
Shares Held
67,306
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#890
of 3,620 holders
Holding Since
Mar 2020
26 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, 2026Mutual Advisors, LLC holds $11,822,731 across 3 Beverages - Non-Alcoholic names. KO ranks #2 (46.3% 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 | $5,469,958 | 67,306 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,120,674 | 67,333 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,789,254 | 68,506 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,448,016 | 67,069 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,372,986 | 61,809 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,118,651 | 57,507 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,334,105 | 69,613 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,342,719 | 74,349 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,209,683 | 66,138 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,292,449 | 70,161 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,862,448 | 65,543 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,766,390 | 67,281 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,929,355 | 65,250 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,954,164 | 63,746 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $4,748,613 | 74,652 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $3,661,411 | 65,359 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,090,831 | 49,131 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,899,244 | 46,762 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,619,746 | 44,245 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,377,258 | 45,307 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,045,033 | 37,794 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,073,980 | 39,347 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,145,395 | 39,121 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,639,468 | 53,463 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,189,498 | 49,004 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,341,571 | 30,318 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||