Position in KO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,075,012
+$196,596 QoQ
Shares Held
37,837
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,168
of 3,621 holders
Holding Since
Mar 2020
26 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, 2026Avestar Capital, LLC holds $4,940,422 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (62.2% 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 | $3,075,012 | 37,837 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,878,416 | 37,849 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,636,236 | 37,709 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,308,599 | 34,810 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,875,563 | 40,644 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,433,289 | 33,975 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,932,861 | 31,045 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,122,456 | 29,536 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,815,934 | 28,530 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,642,377 | 26,845 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,260,159 | 21,384 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $868,193 | 15,509 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,092,812 | 18,147 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,000,295 | 16,126 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,214,251 | 19,089 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,067,237 | 19,051 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,193,591 | 18,973 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,003,532 | 16,186 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $873,643 | 14,755 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $861,557 | 16,420 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $880,207 | 16,267 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $841,620 | 15,967 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $574,229 | 10,471 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $585,972 | 11,869 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $316,915 | 7,093 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $291,784 | 6,594 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||