Position in KO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,441,242
+$216,969 QoQ
Shares Held
54,648
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#970
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 11%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Independence Bank of Kentucky holds $10,645,586 across 6 Beverages - Non-Alcoholic names. KO ranks #2 (41.7% of the industry book) .
All Filings in KO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,441,242 | 54,648 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,224,273 | 55,546 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,877,278 | 55,461 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,585,192 | 54,059 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,874,501 | 40,629 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,895,596 | 40,430 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,601,720 | 41,788 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,875,980 | 40,022 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,454,344 | 38,560 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,408,228 | 39,363 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,200,917 | 37,348 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,022,445 | 36,128 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,186,588 | 36,310 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $2,297,281 | 37,035 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $2,339,448 | 36,778 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,962,156 | 35,026 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $2,194,363 | 34,881 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $2,179,486 | 35,153 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,043,633 | 34,515 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,803,131 | 34,365 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,938,436 | 35,824 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,876,528 | 35,601 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,941,665 | 35,406 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,768,038 | 35,812 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $1,627,737 | 36,431 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,555,210 | 35,146 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||