Position in KO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,785,827
+$638,289 QoQ
Shares Held
58,888
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#942
of 3,621 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Waterloo Capital, L.P. holds $9,588,054 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (49.9% of the industry book) .
All Filings in KO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,785,827 | 58,888 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,147,538 | 54,537 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,871,545 | 55,379 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,452,685 | 52,061 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,631,314 | 51,326 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,342,433 | 46,669 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,453,977 | 39,415 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,536,442 | 35,297 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $673,671 | 10,584 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $267,417 | 4,371 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $344,390 | 5,552 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||