Position in KO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$196,429
+$13,529 QoQ
Shares Held
2,417
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#3,342
of 3,618 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Mascoma Wealth Management LLC holds $359,831 across 5 Beverages - Non-Alcoholic names. KO ranks #1 (54.6% of the industry book) .
All Filings in KO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,429 | 2,417 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $182,900 | 2,405 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $168,133 | 2,405 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $243,460 | 3,671 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $259,723 | 3,671 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $262,917 | 3,671 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $228,556 | 3,671 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $304,183 | 4,233 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $269,430 | 4,233 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $189,780 | 3,102 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $182,800 | 3,102 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $177,232 | 3,166 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $190,656 | 3,166 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $208,792 | 3,366 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $214,111 | 3,366 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $188,563 | 3,366 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $211,755 | 3,366 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $208,692 | 3,366 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $124,459 | 2,102 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $326,888 | 6,230 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $337,105 | 6,230 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $328,383 | 6,230 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $349,879 | 6,380 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||