Position in KO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,997,969
+$519,576 QoQ
Shares Held
36,889
+13.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,180
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 13%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Belpointe Asset Management LLC holds $8,210,366 across 3 Beverages - Non-Alcoholic names. KO ranks #1 (36.5% 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 | $2,997,969 | 36,889 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $2,478,393 | 32,589 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,005,920 | 42,997 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $2,483,750 | 37,451 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,623,834 | 37,086 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,630,530 | 36,729 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $1,864,375 | 29,945 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,254,607 | 31,375 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,695,826 | 26,643 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,565,718 | 25,592 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,498,236 | 25,424 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,443,780 | 25,791 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,419,144 | 23,566 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,419,651 | 55,129 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,622,067 | 41,221 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,213,966 | 39,521 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,336,037 | 37,133 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,018,348 | 32,554 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,979,686 | 33,435 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,741,426 | 33,189 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,570,975 | 29,033 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,526,323 | 28,957 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,190,858 | 39,950 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,455,871 | 29,489 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,202,785 | 26,920 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,052,043 | 23,775 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||