Position in KO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$930,378
+$138,394 QoQ
Shares Held
11,448
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,999
of 3,621 holders
Holding Since
Mar 2025
4 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, 2026Johnson Financial Group, LLC holds $1,486,440 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (62.6% of the industry book) .
All Filings in KO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $930,378 | 11,448 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $791,984 | 10,414 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $522,996 | 7,481 | Shares | Sole | 2026-02-10 | |
| 2025-03-31 | $262,129 | 3,660 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||