Position in KO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$210,326
-$54,023 QoQ
Shares Held
2,588
-25.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#3,301
of 3,621 holders
Holding Since
Dec 2024
7 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, 2026Sherman Asset Management, Inc. holds $268,610 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (78.3% of the industry book) .
All Filings in KO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,326 | 2,588 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $264,349 | 3,476 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $238,882 | 3,417 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $226,549 | 3,416 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $241,682 | 3,416 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $244,725 | 3,417 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $213,614 | 3,431 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||