Position in KO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$257,809
-$100,409 QoQ
Shares Held
3,390
-33.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026FIDUCIENT ADVISORS LLC holds $11,268,293 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRMB |
Primo Brands Corp
|
584,731 | $11,010,484 | |
| 2 | KO |
Coca Cola Co
This page
|
3,390 | $257,809 |
All Filings in KO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $257,809 | 3,390 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $358,218 | 5,124 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $339,823 | 5,124 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $379,361 | 5,362 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $384,026 | 5,362 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $359,115 | 5,768 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $412,045 | 5,734 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $387,310 | 6,085 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $436,886 | 7,141 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $386,050 | 6,551 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $365,997 | 6,538 | Shares | Sole | 2023-11-03 | |
| 2022-12-31 | $388,911 | 6,114 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $327,324 | 5,843 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $411,620 | 6,543 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $362,266 | 5,843 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $336,549 | 5,684 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $364,404 | 6,945 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $443,431 | 8,195 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $442,500 | 8,395 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $844,261 | 15,395 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||